+375.9%
AEM vs AMC
-98.6%
+474.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.3% | -3.5% | +4.9% |
| 7D | +17.8% | +6.6% | +11.3% | +17.9% |
| 30D | +6.2% | +14.1% | -7.9% | +6.3% |
| 3M | +12.5% | +31.3% | -18.7% | +12.8% |
| 6M | +4.4% | +126.7% | -122.3% | +5.2% |
| YTD | +19.2% | +117.9% | -98.7% | +20.1% |
| 1Y | +25.5% | +41.1% | -15.6% | +26.0% |
| 3Y | +346.4% | -61.0% | +407.4% | +345.7% |
| 5Y | +305.7% | -99.1% | +404.8% | +293.9% |
| 10Y | +375.9% | -98.7% | +474.6% | +349.8% |
| All | +375.9% | -98.6% | +474.5% | +349.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling