+301.7%
AEM vs ONON
-22.6%
+324.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.7% |
| 7D | -2.1% | -2.1% | -0.1% | -2.0% |
| 30D | +8.4% | -11.6% | +20.0% | +9.6% |
| 3M | +27.3% | -30.1% | +57.4% | +30.8% |
| 6M | -9.7% | -30.5% | +20.8% | -7.3% |
| YTD | +19.0% | -41.0% | +60.0% | +23.6% |
| 1Y | +31.5% | -36.7% | +68.2% | +35.4% |
| 3Y | +338.7% | -8.6% | +347.3% | +330.8% |
| All | +301.7% | -22.6% | +324.3% | +283.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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