+301.0%
AEM vs RACE
+65.0%
+235.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.7% |
| 7D | +15.8% | +5.1% | +10.8% | +14.3% |
| 30D | +6.2% | +7.7% | -1.5% | +4.1% |
| 3M | +14.3% | +2.2% | +12.2% | +13.8% |
| 6M | +1.4% | +23.8% | -22.4% | -4.0% |
| YTD | +13.7% | +13.9% | -0.2% | +9.4% |
| 1Y | +21.3% | +3.8% | +17.5% | +19.1% |
| 3Y | +309.9% | +28.0% | +281.9% | +263.6% |
| All | +301.0% | +65.0% | +235.9% | +205.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling