+145.3%
AEHR vs RMD
-1.9%
+147.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +5.9% | -12.5% | -5.1% |
| 7D | -5.7% | -3.9% | -1.9% | -5.4% |
| 30D | -41.7% | +7.9% | -49.6% | -40.1% |
| 3M | -44.6% | +8.1% | -52.7% | -42.9% |
| 6M | -28.9% | +15.5% | -44.4% | -23.5% |
| YTD | +201.3% | +0.7% | +200.7% | +247.9% |
| 1Y | +145.3% | -1.4% | +146.7% | +188.5% |
| All | +145.3% | -1.9% | +147.2% | +188.5% |
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