+297.5%
AEM vs OPEN
-84.0%
+381.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.3% |
| 7D | +4.3% | +1.0% | +3.3% | +4.3% |
| 30D | +13.1% | -11.9% | +25.0% | +13.7% |
| 3M | +24.8% | -28.8% | +53.6% | +26.2% |
| 6M | -8.2% | -38.6% | +30.4% | -6.9% |
| YTD | +19.8% | -47.3% | +67.2% | +22.0% |
| 1Y | +32.1% | -49.2% | +81.2% | +33.3% |
| 3Y | +348.2% | -18.8% | +367.0% | +338.5% |
| 5Y | +297.5% | -83.6% | +381.1% | +298.3% |
| All | +297.5% | -84.0% | +381.5% | +298.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling