+338.7%
AEM vs KVUE
-9.0%
+347.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | -2.1% | -5.1% | +3.0% | -1.6% |
| 30D | +8.4% | -6.3% | +14.8% | +9.1% |
| 3M | +27.3% | -0.5% | +27.8% | +27.3% |
| 6M | -9.7% | +3.1% | -12.7% | -10.0% |
| YTD | +19.0% | +6.7% | +12.3% | +18.5% |
| 1Y | +31.5% | -1.1% | +32.6% | +33.6% |
| 3Y | +338.7% | -8.7% | +347.4% | +342.1% |
| All | +338.7% | -9.0% | +347.7% | +342.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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