+430.1%
AEM vs RACE
+738.5%
-308.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +1.4% | -3.9% | +5.2% | +2.2% |
| 30D | -1.2% | +6.8% | -8.0% | -2.4% |
| 3M | +2.5% | +1.3% | +1.2% | +2.4% |
| 6M | -5.1% | +26.3% | -31.4% | -9.2% |
| YTD | +10.4% | +13.8% | -3.4% | +7.3% |
| 1Y | +11.8% | -0.5% | +12.2% | +11.2% |
| 3Y | +315.6% | +25.6% | +290.0% | +289.1% |
| 5Y | +266.3% | +67.6% | +198.7% | +219.6% |
| All | +430.1% | +738.5% | -308.4% | +238.1% |
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