+355.1%
AEM vs RRC
+4.9%
+350.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +1.9% |
| 7D | -2.1% | -1.8% | -0.3% | -2.1% |
| 30D | +8.4% | +2.7% | +5.8% | +8.3% |
| 3M | +27.3% | +8.8% | +18.4% | +26.7% |
| 6M | -9.7% | -1.2% | -8.5% | -9.8% |
| YTD | +19.0% | +17.6% | +1.4% | +17.6% |
| 1Y | +31.5% | +18.4% | +13.0% | +29.9% |
| 3Y | +338.7% | +33.1% | +305.6% | +329.0% |
| 5Y | +307.4% | +148.2% | +159.2% | +289.5% |
| All | +355.1% | +4.9% | +350.2% | +414.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling