+881.7%
AEM vs AMC
-98.1%
+979.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.5% | -1.1% |
| 7D | -0.5% | +2.3% | -2.8% | -0.5% |
| 30D | +24.0% | -0.7% | +24.8% | +24.0% |
| 3M | +16.1% | +35.2% | -19.1% | +16.4% |
| 6M | -11.6% | +124.6% | -136.2% | -11.0% |
| YTD | +21.5% | +69.9% | -48.3% | +22.2% |
| 1Y | +39.2% | -2.6% | +41.8% | +39.3% |
| 3Y | +347.4% | -79.8% | +427.2% | +345.1% |
| 5Y | +290.1% | -99.4% | +389.5% | +279.0% |
| 10Y | +357.8% | -98.9% | +456.7% | +395.2% |
| All | +881.7% | -98.1% | +979.8% | +1,118.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling