+304.9%
AEM vs AU
+686.2%
-381.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.6% |
| 7D | -2.1% | -4.3% | +2.1% | +0.5% |
| 30D | +8.4% | +7.3% | +1.1% | +4.0% |
| 3M | +27.3% | +26.3% | +1.0% | +10.4% |
| 6M | -9.7% | +1.8% | -11.4% | -11.7% |
| YTD | +19.0% | +26.8% | -7.9% | +2.1% |
| 1Y | +31.5% | +66.7% | -35.2% | -4.1% |
| 3Y | +338.7% | +579.1% | -240.4% | +33.9% |
| All | +304.9% | +686.2% | -381.4% | +9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling