+343.3%
AEM vs AMC
-98.9%
+442.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -1.4% |
| 7D | +4.3% | -0.8% | +5.1% | +4.3% |
| 30D | +13.1% | -1.2% | +14.3% | +13.1% |
| 3M | +24.8% | +42.2% | -17.4% | +25.2% |
| 6M | -8.2% | +118.8% | -127.0% | -7.5% |
| YTD | +19.8% | +64.1% | -44.3% | +20.5% |
| 1Y | +32.1% | -9.5% | +41.6% | +32.1% |
| 3Y | +348.2% | -64.3% | +412.5% | +347.6% |
| 5Y | +297.5% | -99.5% | +396.9% | +284.5% |
| 10Y | +343.3% | -98.9% | +442.2% | +324.5% |
| All | +343.3% | -98.9% | +442.2% | +324.5% |
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