+272.6%
AEM vs OPEN
-87.3%
+359.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.2% | -6.6% | -2.6% |
| 7D | +1.4% | -31.1% | +32.4% | +2.9% |
| 30D | -1.2% | -34.7% | +33.5% | +0.5% |
| 3M | +2.5% | -61.9% | +64.4% | +6.7% |
| 6M | -5.1% | -71.9% | +66.8% | -0.2% |
| YTD | +10.4% | -76.6% | +87.0% | +16.6% |
| 1Y | +11.8% | -83.9% | +95.7% | +19.4% |
| 3Y | +315.6% | -34.4% | +350.0% | +304.7% |
| 5Y | +266.3% | -93.9% | +360.2% | +286.3% |
| All | +272.6% | -87.3% | +359.9% | +265.3% |
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 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