+1,876.0%
JNJ vs AEHR
+515.5%
+1,360.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.3% | -7.5% | -2.3% |
| 7D | -0.8% | +18.5% | -19.3% | -0.9% |
| 30D | +4.3% | -11.9% | +16.2% | +4.4% |
| 3M | +16.5% | -5.0% | +21.5% | +16.2% |
| 6M | +13.1% | +155.0% | -141.8% | +11.4% |
| YTD | +32.1% | +349.7% | -317.5% | +29.1% |
| 1Y | +54.5% | +260.4% | -205.9% | +51.0% |
| 3Y | +82.5% | +83.6% | -1.1% | +78.3% |
| 5Y | +80.0% | +917.8% | -837.8% | +69.3% |
| 10Y | +195.7% | +3,517.1% | -3,321.5% | +165.0% |
| All | +1,876.0% | +515.5% | +1,360.5% | +1,626.8% |
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