+376.1%
AEM vs COO
+36.7%
+339.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.2% | +6.6% | +1.7% |
| 7D | +3.0% | -9.0% | +12.0% | +5.1% |
| 30D | +12.5% | -16.8% | +29.3% | +17.0% |
| 3M | +26.9% | -7.5% | +34.4% | +28.8% |
| 6M | -9.4% | -16.3% | +6.8% | -6.2% |
| YTD | +20.3% | -22.5% | +42.8% | +26.7% |
| 1Y | +33.8% | -7.0% | +40.8% | +35.1% |
| 3Y | +349.8% | -27.5% | +377.3% | +372.5% |
| 5Y | +301.0% | -43.3% | +344.3% | +328.3% |
| 10Y | +376.1% | +37.6% | +338.5% | +320.3% |
| All | +376.1% | +36.7% | +339.3% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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