+376.1%
AEM vs RACE
+783.2%
-407.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | +3.0% | -2.6% | +5.6% | +3.5% |
| 30D | +12.5% | -1.1% | +13.6% | +12.8% |
| 3M | +26.9% | +12.5% | +14.4% | +24.2% |
| 6M | -9.4% | +17.4% | -26.9% | -12.1% |
| YTD | +20.3% | +10.1% | +10.1% | +17.7% |
| 1Y | +33.8% | -15.1% | +48.9% | +36.5% |
| 3Y | +349.8% | +38.9% | +310.9% | +314.5% |
| 5Y | +301.0% | +90.7% | +210.3% | +246.5% |
| 10Y | +376.1% | +801.8% | -425.8% | +248.4% |
| All | +376.1% | +783.2% | -407.1% | +248.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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