+1,972.8%
AEM vs EXPE
+796.5%
+1,176.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.7% |
| 7D | -2.1% | -5.8% | +3.6% | -1.5% |
| 30D | +8.4% | -13.6% | +22.1% | +10.1% |
| 3M | +27.3% | +25.2% | +2.1% | +23.9% |
| 6M | -9.7% | +22.3% | -32.0% | -12.1% |
| YTD | +19.0% | -0.3% | +19.3% | +17.7% |
| 1Y | +31.5% | +27.8% | +3.7% | +26.1% |
| 3Y | +338.7% | +162.4% | +176.3% | +277.9% |
| 5Y | +307.4% | +95.8% | +211.6% | +253.7% |
| 10Y | +370.9% | +165.8% | +205.1% | +268.4% |
| All | +1,972.8% | +796.5% | +1,176.3% | +885.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded EXPE 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling