+827.9%
AEHR vs RMD
-22.7%
+850.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.7% |
| 7D | +23.0% | -4.2% | +27.2% | +25.6% |
| 30D | -19.9% | -2.1% | -17.9% | -19.8% |
| 3M | +0.5% | +13.8% | -13.2% | -9.3% |
| 6M | +123.6% | -10.6% | +134.2% | +133.5% |
| YTD | +364.6% | -8.1% | +372.7% | +373.9% |
| 1Y | +255.3% | -18.0% | +273.3% | +289.1% |
| 3Y | +89.7% | +52.9% | +36.8% | +32.2% |
| 5Y | +827.9% | -22.3% | +850.2% | +781.0% |
| All | +827.9% | -22.7% | +850.6% | +781.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling