+771.3%
AEM vs RACE
+647.6%
+123.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.8% | -0.8% |
| 7D | -0.5% | -2.5% | +2.0% | 0.0% |
| 30D | +24.0% | +0.8% | +23.2% | +23.9% |
| 3M | +16.1% | +17.2% | -1.1% | +13.0% |
| 6M | -11.6% | +13.6% | -25.2% | -13.6% |
| YTD | +21.5% | +12.2% | +9.3% | +18.8% |
| 1Y | +39.2% | -16.3% | +55.4% | +42.0% |
| 3Y | +347.4% | +36.4% | +311.0% | +316.9% |
| 5Y | +290.1% | +95.0% | +195.2% | +241.1% |
| 10Y | +357.8% | +813.2% | -455.5% | +250.8% |
| All | +771.3% | +647.6% | +123.7% | +595.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling