+32.1%
AEM vs ROIV
+221.6%
-189.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +18.8% | -20.2% | -5.7% |
| 7D | +4.3% | +20.2% | -15.8% | -0.5% |
| 30D | +13.1% | +14.1% | -1.0% | +9.3% |
| 3M | +24.8% | +45.6% | -20.8% | +12.5% |
| 6M | -8.2% | +44.1% | -52.4% | -17.3% |
| YTD | +19.8% | +91.2% | -71.3% | +1.5% |
| 1Y | +32.1% | +221.3% | -189.2% | +10.1% |
| All | +32.1% | +221.6% | -189.5% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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