+301.0%
AEM vs BN
+33.2%
+267.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.9% |
| 7D | +3.0% | -3.0% | +6.0% | +4.0% |
| 30D | +12.5% | -13.0% | +25.5% | +17.3% |
| 3M | +26.9% | -15.2% | +42.2% | +33.4% |
| 6M | -9.4% | -5.9% | -3.5% | -7.6% |
| YTD | +20.3% | -15.8% | +36.0% | +26.0% |
| 1Y | +33.8% | -12.2% | +46.0% | +38.3% |
| 3Y | +349.8% | +72.2% | +277.6% | +268.0% |
| 5Y | +301.0% | +33.2% | +267.8% | +232.4% |
| All | +301.0% | +33.2% | +267.8% | +232.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling