+302.2%
AEM vs AR
+48.6%
+253.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -6.8% | +7.4% | -14.2% | -7.1% |
| 30D | +0.8% | +5.8% | -4.9% | +0.4% |
| 3M | -0.8% | +5.2% | -6.1% | -1.2% |
| 6M | -8.5% | +5.4% | -14.0% | -9.0% |
| YTD | +5.9% | +12.4% | -6.5% | +3.7% |
| 1Y | +6.6% | +12.8% | -6.2% | +4.2% |
| 3Y | +302.2% | +47.2% | +255.0% | +248.5% |
| All | +302.2% | +48.6% | +253.6% | +248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 3y: compounded portfolio wealth divided by compounded AR 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…
3y analysis · Full analysis span regression · 6 months rolling