+346.7%
AEM vs BN
+263.5%
+83.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.6% |
| 7D | -5.0% | -5.9% | +0.8% | -3.8% |
| 30D | +8.5% | -15.1% | +23.5% | +12.3% |
| 3M | +29.3% | -14.6% | +43.8% | +33.7% |
| 6M | -12.9% | -8.4% | -4.5% | -11.2% |
| YTD | +16.8% | -16.8% | +33.6% | +21.1% |
| 1Y | +29.8% | -14.4% | +44.2% | +33.7% |
| 3Y | +336.7% | +70.1% | +266.6% | +288.5% |
| 5Y | +299.9% | +33.5% | +266.4% | +263.0% |
| All | +346.7% | +263.5% | +83.2% | +183.3% |
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