+715.3%
AEM vs RACE
+658.9%
+56.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.6% |
| 7D | +15.8% | +5.1% | +10.8% | +14.8% |
| 30D | +6.2% | +7.7% | -1.5% | +4.8% |
| 3M | +14.3% | +2.2% | +12.2% | +14.0% |
| 6M | +1.4% | +23.8% | -22.4% | -2.3% |
| YTD | +13.7% | +13.9% | -0.2% | +10.9% |
| 1Y | +21.3% | +3.8% | +17.5% | +19.9% |
| 3Y | +309.9% | +28.0% | +281.9% | +285.9% |
| 5Y | +301.0% | +64.9% | +236.0% | +257.1% |
| 10Y | +344.0% | +780.4% | -436.3% | +241.6% |
| All | +715.3% | +658.9% | +56.4% | +549.3% |
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