+408.7%
AEM vs BN
+290.8%
+117.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -6.8% | -1.0% | -5.9% | -6.6% |
| 30D | +0.8% | +14.0% | -13.2% | -1.9% |
| 3M | -0.8% | -9.0% | +8.2% | +1.1% |
| 6M | -8.5% | -8.8% | +0.3% | -6.7% |
| YTD | +5.9% | -10.3% | +16.2% | +8.0% |
| 1Y | +6.6% | -5.8% | +12.4% | +7.7% |
| 3Y | +302.2% | +94.8% | +207.4% | +251.5% |
| 5Y | +250.8% | +31.5% | +219.3% | +217.4% |
| All | +408.7% | +290.8% | +117.9% | +250.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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