+39.2%
AEM vs AU
+100.5%
-61.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.2% | +0.5% |
| 7D | -0.5% | -3.6% | +3.1% | +2.1% |
| 30D | +24.0% | +23.9% | +0.1% | +7.0% |
| 3M | +16.1% | +19.1% | -3.0% | +2.3% |
| 6M | -11.6% | -0.2% | -11.5% | -13.2% |
| YTD | +21.5% | +32.5% | -10.9% | -1.1% |
| 1Y | +39.2% | +96.9% | -57.8% | -8.0% |
| All | +39.2% | +100.5% | -61.3% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling