+4.0%
AEM vs RACE
-4.6%
+8.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -2.9% |
| 7D | -5.6% | -4.0% | -1.6% | -3.8% |
| 30D | -3.9% | +3.5% | -7.4% | -5.2% |
| 3M | -3.4% | -0.4% | -3.0% | -3.0% |
| 6M | -9.0% | +23.2% | -32.2% | -15.3% |
| YTD | +5.9% | +11.0% | -5.1% | -0.4% |
| 1Y | +4.0% | -2.2% | +6.2% | +2.5% |
| All | +4.0% | -4.6% | +8.6% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling