+2,121.8%
AEM vs RMD
+36,837.6%
-34,715.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.5% | -5.0% | +4.5% | 0.0% |
| 30D | +24.0% | +2.2% | +21.8% | +23.7% |
| 3M | +16.1% | +17.8% | -1.8% | +14.2% |
| 6M | -11.6% | -11.3% | -0.3% | -10.8% |
| YTD | +21.5% | -4.4% | +26.0% | +21.8% |
| 1Y | +39.2% | -15.7% | +54.9% | +41.1% |
| 3Y | +347.4% | +47.7% | +299.7% | +328.4% |
| 5Y | +290.1% | -19.2% | +309.4% | +290.7% |
| 10Y | +357.8% | +280.4% | +77.4% | +303.6% |
| All | +2,121.8% | +36,837.6% | -34,715.8% | +1,467.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling