+301.0%
AEM vs APA
+177.1%
+124.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | +0.1% |
| 7D | +3.0% | +0.3% | +2.7% | +3.0% |
| 30D | +12.5% | +9.3% | +3.2% | +11.7% |
| 3M | +26.9% | +23.3% | +3.6% | +24.6% |
| 6M | -9.4% | +39.5% | -48.9% | -13.1% |
| YTD | +20.3% | +87.6% | -67.3% | +11.2% |
| 1Y | +33.8% | +114.2% | -80.5% | +21.4% |
| 3Y | +349.8% | +13.6% | +336.2% | +340.4% |
| 5Y | +301.0% | +175.6% | +125.4% | +279.2% |
| All | +301.0% | +177.1% | +124.0% | +279.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 5y: compounded portfolio wealth divided by compounded APA 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…
5y analysis · Full analysis span regression · 6 months rolling