+3,255.3%
AEM vs RVTY
+2,959.8%
+295.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.8% | -2.3% |
| 7D | +1.4% | -0.7% | +2.1% | +1.4% |
| 30D | -1.2% | +1.7% | -2.9% | -1.4% |
| 3M | +2.5% | +36.8% | -34.3% | -0.5% |
| 6M | -5.1% | +60.1% | -65.2% | -9.2% |
| YTD | +10.4% | +64.0% | -53.6% | +5.2% |
| 1Y | +11.8% | +68.2% | -56.4% | +6.2% |
| 3Y | +315.6% | +88.8% | +226.9% | +288.6% |
| 5Y | +266.3% | -10.5% | +276.8% | +260.7% |
| 10Y | +427.4% | +219.7% | +207.7% | +375.6% |
| All | +3,255.3% | +2,959.8% | +295.5% | +3,515.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 all: compounded portfolio wealth divided by compounded RVTY 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…
all analysis · Full analysis span regression · 6 months rolling