+375.9%
AEM vs RACE
+738.3%
-362.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.2% | +4.7% |
| 7D | +17.8% | +3.9% | +13.9% | +16.9% |
| 30D | +6.2% | +7.4% | -1.2% | +4.7% |
| 3M | +12.5% | +1.6% | +10.9% | +12.3% |
| 6M | +4.4% | +23.3% | -18.9% | +0.3% |
| YTD | +19.2% | +14.7% | +4.6% | +15.7% |
| 1Y | +25.5% | +2.5% | +23.0% | +24.1% |
| 3Y | +346.4% | +28.0% | +318.5% | +316.5% |
| 5Y | +305.7% | +69.8% | +235.9% | +253.3% |
| 10Y | +375.9% | +734.9% | -359.0% | +214.6% |
| All | +375.9% | +738.3% | -362.4% | +214.6% |
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