+302.2%
AEM vs ROIV
+357.5%
-55.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | -6.8% | +1.7% | -8.5% | -7.2% |
| 30D | +0.8% | +17.6% | -16.8% | -2.8% |
| 3M | -0.8% | +9.0% | -9.8% | -3.3% |
| 6M | -8.5% | +35.3% | -43.8% | -15.6% |
| YTD | +5.9% | +82.2% | -76.2% | -8.5% |
| 1Y | +6.6% | +92.3% | -85.7% | -9.0% |
| 3Y | +302.2% | +336.8% | -34.6% | +192.9% |
| All | +302.2% | +357.5% | -55.3% | +192.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling