+3,912.3%
AEHR vs RMD
+274.3%
+3,638.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | +9.8% | -4.4% | +14.2% | +11.7% |
| 30D | -26.7% | -3.1% | -23.6% | -26.3% |
| 3M | -8.1% | +13.8% | -21.9% | -14.8% |
| 6M | +123.1% | -8.6% | +131.6% | +127.4% |
| YTD | +369.0% | -8.6% | +377.6% | +376.4% |
| 1Y | +256.4% | -19.7% | +276.1% | +283.3% |
| 3Y | +96.4% | +48.4% | +48.0% | +59.8% |
| 5Y | +836.6% | -22.7% | +859.3% | +865.2% |
| All | +3,912.3% | +274.3% | +3,638.0% | +2,398.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling