+11.8%
AEM vs OPEN
-82.9%
+94.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.2% | -6.6% | -3.2% |
| 7D | +1.4% | -31.1% | +32.4% | +8.2% |
| 30D | -1.2% | -34.7% | +33.5% | +6.0% |
| 3M | +2.5% | -61.9% | +64.4% | +21.8% |
| 6M | -5.1% | -71.9% | +66.8% | +18.0% |
| YTD | +10.4% | -76.6% | +87.0% | +38.1% |
| 1Y | +11.8% | -83.9% | +95.7% | +49.9% |
| All | +11.8% | -82.9% | +94.6% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling