+29.8%
AEM vs RMD
-20.3%
+50.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.0% | -4.2% | -0.9% | -4.0% |
| 30D | +8.5% | -2.1% | +10.5% | +9.0% |
| 3M | +29.3% | +13.8% | +15.5% | +24.9% |
| 6M | -12.9% | -10.6% | -2.3% | -6.5% |
| YTD | +16.8% | -8.1% | +24.9% | +23.1% |
| 1Y | +29.8% | -18.0% | +47.8% | +47.6% |
| All | +29.8% | -20.3% | +50.1% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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