+332.3%
AEM vs AHR
+360.2%
-27.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | -5.0% | -3.0% | -2.0% | -4.3% |
| 30D | +8.5% | +2.6% | +5.9% | +7.8% |
| 3M | +29.3% | +16.0% | +13.3% | +23.9% |
| 6M | -12.9% | +3.1% | -16.0% | -13.8% |
| YTD | +16.8% | +16.0% | +0.7% | +11.8% |
| 1Y | +29.8% | +28.0% | +1.9% | +20.5% |
| All | +332.3% | +360.2% | -27.9% | +205.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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