+1,697.2%
ACN vs AEM
+3,078.4%
-1,381.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.2% | -3.2% |
| 7D | -1.5% | -0.5% | -1.0% | -1.5% |
| 30D | +9.4% | +24.0% | -14.7% | +8.0% |
| 3M | +5.6% | +16.1% | -10.4% | +4.6% |
| 6M | -9.3% | -11.6% | +2.4% | -8.9% |
| YTD | -29.0% | +21.5% | -50.5% | -30.2% |
| 1Y | -24.7% | +39.2% | -63.8% | -26.7% |
| 3Y | -39.8% | +347.4% | -387.3% | -45.9% |
| 5Y | -40.9% | +290.1% | -331.1% | -46.9% |
| 10Y | +91.1% | +357.8% | -266.7% | +67.6% |
| All | +1,697.2% | +3,078.4% | -1,381.1% | +1,427.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 all: compounded portfolio wealth divided by compounded AEM 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…
all analysis · Full analysis span regression · 6 months rolling