+301.0%
AEM vs RRC
+154.4%
+146.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | +3.0% | -1.7% | +4.7% | +3.2% |
| 30D | +12.5% | +3.6% | +8.9% | +12.0% |
| 3M | +26.9% | +8.8% | +18.1% | +25.3% |
| 6M | -9.4% | +0.8% | -10.2% | -10.0% |
| YTD | +20.3% | +19.0% | +1.3% | +16.5% |
| 1Y | +33.8% | +22.9% | +10.9% | +28.7% |
| 3Y | +349.8% | +32.3% | +317.5% | +321.3% |
| 5Y | +301.0% | +151.6% | +149.4% | +242.8% |
| All | +301.0% | +154.4% | +146.7% | +242.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling