+84.2%
JNJ vs AEHR
+817.5%
-733.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -3.5% | +9.8% | -13.3% | -3.4% |
| 30D | +2.3% | -26.7% | +29.0% | +2.0% |
| 3M | +12.0% | -8.1% | +20.1% | +12.3% |
| 6M | +10.5% | +123.1% | -112.6% | +11.4% |
| YTD | +30.4% | +369.0% | -338.6% | +32.2% |
| 1Y | +52.1% | +256.4% | -204.2% | +54.1% |
| 3Y | +77.8% | +96.4% | -18.6% | +80.4% |
| All | +84.2% | +817.5% | -733.4% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling