+18.8%
JPM vs AEHR
+257.1%
-238.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.7% |
| 7D | -0.7% | +9.8% | -10.4% | -1.2% |
| 30D | -2.5% | -26.7% | +24.3% | -1.1% |
| 3M | +14.1% | -8.1% | +22.2% | +12.9% |
| 6M | +25.1% | +123.1% | -98.0% | +14.2% |
| YTD | +12.1% | +369.0% | -356.9% | -3.7% |
| 1Y | +18.8% | +256.4% | -237.6% | +3.3% |
| All | +18.8% | +257.1% | -238.2% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling