+305.9%
AEM vs OPEN
-72.1%
+378.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.6% | +0.5% |
| 7D | +3.0% | -2.9% | +5.9% | +3.1% |
| 30D | +12.5% | -13.8% | +26.3% | +13.2% |
| 3M | +26.9% | -30.9% | +57.8% | +28.7% |
| 6M | -9.4% | -40.9% | +31.5% | -7.7% |
| YTD | +20.3% | -48.5% | +68.8% | +22.9% |
| 1Y | +33.8% | -50.9% | +84.7% | +35.2% |
| 3Y | +349.8% | -20.6% | +370.4% | +333.5% |
| 5Y | +301.0% | -84.2% | +385.2% | +302.7% |
| All | +305.9% | -72.1% | +378.0% | +285.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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