+2,073.1%
JPM vs AEHR
+515.5%
+1,557.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.3% | -6.7% | -1.7% |
| 7D | -0.4% | +18.5% | -18.9% | -1.5% |
| 30D | -1.1% | -11.9% | +10.8% | -0.8% |
| 3M | +14.1% | -5.0% | +19.2% | +12.7% |
| 6M | +23.3% | +155.0% | -131.7% | +13.3% |
| YTD | +11.3% | +349.7% | -338.4% | -2.1% |
| 1Y | +23.0% | +260.4% | -237.4% | +9.0% |
| 3Y | +162.6% | +83.6% | +79.0% | +130.9% |
| 5Y | +152.8% | +917.8% | -765.1% | +90.4% |
| 10Y | +583.6% | +3,517.1% | -2,933.5% | +330.5% |
| All | +2,073.1% | +515.5% | +1,557.6% | +910.1% |
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