+256.4%
AEHR vs RMD
-18.7%
+275.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | +9.8% | -4.4% | +14.2% | +9.6% |
| 30D | -26.7% | -3.1% | -23.6% | -26.7% |
| 3M | -8.1% | +13.8% | -21.9% | -10.1% |
| 6M | +123.1% | -8.6% | +131.6% | +152.6% |
| YTD | +369.0% | -8.6% | +377.6% | +422.1% |
| 1Y | +256.4% | -19.7% | +276.1% | +353.3% |
| All | +256.4% | -18.7% | +275.1% | +353.3% |
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 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