+3,523.1%
AEM vs KEY
+1,010.6%
+2,512.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.7% | +2.1% | +4.7% |
| 7D | +17.8% | -0.4% | +18.2% | +17.9% |
| 30D | +6.2% | +7.2% | -1.0% | +5.9% |
| 3M | +12.5% | -4.9% | +17.4% | +12.8% |
| 6M | +4.4% | +1.1% | +3.4% | +4.4% |
| YTD | +19.2% | +6.8% | +12.4% | +18.9% |
| 1Y | +25.5% | +23.3% | +2.2% | +24.4% |
| 3Y | +346.4% | +126.1% | +220.4% | +330.5% |
| 5Y | +305.7% | +15.2% | +290.5% | +298.0% |
| 10Y | +375.9% | +113.6% | +262.3% | +344.5% |
| All | +3,523.1% | +1,010.6% | +2,512.5% | +4,635.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 all: compounded portfolio wealth divided by compounded KEY 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…
all analysis · Full analysis span regression · 6 months rolling