+348.2%
AEM vs COO
-23.3%
+371.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.8% |
| 7D | +4.3% | -2.3% | +6.6% | +4.9% |
| 30D | +13.1% | -8.8% | +21.9% | +15.2% |
| 3M | +24.8% | +1.3% | +23.4% | +24.2% |
| 6M | -8.2% | -11.6% | +3.3% | -5.8% |
| YTD | +19.8% | -17.4% | +37.2% | +24.8% |
| 1Y | +32.1% | -1.6% | +33.7% | +32.4% |
| 3Y | +348.2% | -22.6% | +370.8% | +373.1% |
| All | +348.2% | -23.3% | +371.5% | +373.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling