+44.4%
ALAB vs AEM
+6.8%
+37.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +0.3% |
| 7D | +26.9% | -5.6% | +32.6% | +30.1% |
| 30D | -30.0% | -3.9% | -26.1% | -28.8% |
| 3M | -28.5% | -3.4% | -25.1% | -27.9% |
| 6M | +11.4% | -9.0% | +20.5% | +13.7% |
| YTD | +36.9% | +5.9% | +31.0% | +20.6% |
| 1Y | +44.4% | +4.0% | +40.4% | +25.5% |
| All | +44.4% | +6.8% | +37.5% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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