+356.7%
AEM vs RACE
+40.8%
+315.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.8% | -0.7% |
| 7D | -0.5% | -2.5% | +2.0% | +0.1% |
| 30D | +24.0% | +0.8% | +23.2% | +23.9% |
| 3M | +16.1% | +17.2% | -1.1% | +12.4% |
| 6M | -11.6% | +13.6% | -25.2% | -14.2% |
| YTD | +21.5% | +12.2% | +9.3% | +17.9% |
| 1Y | +39.2% | -16.3% | +55.4% | +41.2% |
| All | +356.7% | +40.8% | +315.9% | +294.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling