+6,608.3%
AEM vs AU
+789.2%
+5,819.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | -0.1% |
| 7D | +3.0% | +0.6% | +2.4% | +2.6% |
| 30D | +12.5% | +12.3% | +0.2% | +4.0% |
| 3M | +26.9% | +29.4% | -2.4% | +6.2% |
| 6M | -9.4% | +3.2% | -12.7% | -12.8% |
| YTD | +20.3% | +31.8% | -11.5% | -2.5% |
| 1Y | +33.8% | +83.4% | -49.6% | -14.3% |
| 3Y | +349.8% | +623.1% | -273.3% | +3.1% |
| 5Y | +301.0% | +700.5% | -399.5% | -19.5% |
| 10Y | +376.1% | +717.6% | -341.5% | -29.7% |
| All | +6,608.3% | +789.2% | +5,819.1% | +497.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling