+297.4%
AEM vs RRX
+13.6%
+283.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -2.7% |
| 7D | -5.0% | -3.7% | -1.3% | -4.6% |
| 30D | +8.5% | -9.3% | +17.7% | +9.8% |
| 3M | +29.3% | -21.8% | +51.1% | +32.3% |
| 6M | -12.9% | -22.0% | +9.1% | -11.0% |
| YTD | +16.8% | +11.9% | +4.8% | +15.4% |
| 1Y | +29.8% | +11.6% | +18.2% | +28.1% |
| 3Y | +336.7% | +2.2% | +334.6% | +325.2% |
| All | +297.4% | +13.6% | +283.8% | +251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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