+356.7%
AEM vs ROIV
+201.4%
+155.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.4% |
| 7D | -0.5% | +0.6% | -1.2% | -0.6% |
| 30D | +24.0% | +1.0% | +23.1% | +23.8% |
| 3M | +16.1% | +18.3% | -2.2% | +12.7% |
| 6M | -11.6% | +18.3% | -29.9% | -14.4% |
| YTD | +21.5% | +61.0% | -39.4% | +12.5% |
| 1Y | +39.2% | +177.9% | -138.7% | +20.8% |
| All | +356.7% | +201.4% | +155.3% | +283.8% |
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