+376.1%
AEM vs ARWR
+978.7%
-602.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +0.5% |
| 7D | +3.0% | -3.2% | +6.2% | +3.2% |
| 30D | +12.5% | -6.5% | +18.9% | +12.9% |
| 3M | +26.9% | +12.7% | +14.3% | +26.0% |
| 6M | -9.4% | +36.2% | -45.6% | -11.1% |
| YTD | +20.3% | +24.5% | -4.2% | +18.4% |
| 1Y | +33.8% | +198.0% | -164.2% | +25.8% |
| 3Y | +349.8% | +176.4% | +173.5% | +315.6% |
| 5Y | +301.0% | +26.6% | +274.5% | +275.8% |
| 10Y | +376.1% | +1,054.1% | -678.0% | +301.0% |
| All | +376.1% | +978.7% | -602.7% | +301.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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