+228.1%
AEHR vs RMD
-14.6%
+242.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.4% | +13.5% | +13.1% |
| 7D | +6.7% | -5.0% | +11.7% | +6.6% |
| 30D | -12.7% | +2.2% | -14.9% | -12.6% |
| 3M | -26.0% | +17.8% | -43.9% | -27.2% |
| 6M | +102.2% | -11.3% | +113.5% | +134.6% |
| YTD | +327.2% | -4.4% | +331.7% | +375.5% |
| 1Y | +228.1% | -15.7% | +243.8% | +302.7% |
| All | +228.1% | -14.6% | +242.7% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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