+304.9%
AEM vs BRKR
-39.7%
+344.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | -2.1% | -8.7% | +6.5% | -0.9% |
| 30D | +8.4% | -9.9% | +18.3% | +10.0% |
| 3M | +27.3% | -3.1% | +30.4% | +26.9% |
| 6M | -9.7% | +45.5% | -55.2% | -14.8% |
| YTD | +19.0% | +13.7% | +5.3% | +14.9% |
| 1Y | +31.5% | +67.4% | -36.0% | +22.3% |
| 3Y | +338.7% | -13.2% | +351.9% | +335.3% |
| All | +304.9% | -39.7% | +344.6% | +286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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