+310.2%
AEM vs OPEN
-70.7%
+380.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.2% |
| 7D | -0.5% | -4.3% | +3.7% | -0.3% |
| 30D | +24.0% | -16.2% | +40.2% | +24.9% |
| 3M | +16.1% | -36.4% | +52.5% | +18.1% |
| 6M | -11.6% | -35.5% | +23.8% | -10.3% |
| YTD | +21.5% | -46.0% | +67.5% | +24.0% |
| 1Y | +39.2% | -47.1% | +86.3% | +40.2% |
| 3Y | +347.4% | -19.0% | +366.5% | +330.8% |
| 5Y | +290.1% | -83.6% | +373.7% | +291.3% |
| All | +310.2% | -70.7% | +380.9% | +288.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling