+39.2%
AEM vs RRC
+23.4%
+15.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.2% |
| 7D | -0.5% | +1.3% | -1.8% | -0.4% |
| 30D | +24.0% | +10.1% | +13.9% | +25.0% |
| 3M | +16.1% | +4.0% | +12.1% | +16.3% |
| 6M | -11.6% | +1.6% | -13.2% | -12.1% |
| YTD | +21.5% | +19.7% | +1.8% | +19.1% |
| 1Y | +39.2% | +21.4% | +17.8% | +41.7% |
| All | +39.2% | +23.4% | +15.8% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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