+90.2%
JEPQ vs AEHR
+1,039.0%
-948.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -0.5% |
| 7D | +1.1% | +19.1% | -18.0% | -0.3% |
| 30D | +1.3% | -10.0% | +11.3% | +1.6% |
| 3M | +4.7% | +1.3% | +3.4% | +2.8% |
| 6M | +10.6% | +133.8% | -123.1% | +0.7% |
| YTD | +11.4% | +373.3% | -361.9% | -4.6% |
| 1Y | +19.4% | +256.2% | -236.7% | +3.5% |
| 3Y | +71.7% | +93.2% | -21.5% | +46.9% |
| All | +90.2% | +1,039.0% | -948.8% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling