+98.2%
AEHR vs RMD
+51.0%
+47.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.8% | +5.4% |
| 7D | +19.1% | -4.7% | +23.8% | +21.0% |
| 30D | -10.0% | +0.2% | -10.3% | -10.6% |
| 3M | +1.3% | +12.0% | -10.7% | -5.2% |
| 6M | +133.8% | -12.5% | +146.3% | +147.2% |
| YTD | +373.3% | -7.9% | +381.2% | +386.0% |
| 1Y | +256.2% | -20.4% | +276.6% | +293.7% |
| All | +98.2% | +51.0% | +47.2% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling