+40.1%
ALAB vs AEM
+31.8%
+8.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.7% | +3.9% |
| 7D | +9.6% | +3.0% | +6.6% | +8.5% |
| 30D | -5.3% | +12.5% | -17.7% | -9.7% |
| 3M | -12.0% | +26.9% | -39.0% | -21.0% |
| 6M | +145.7% | -9.4% | +155.2% | +147.7% |
| YTD | +80.7% | +20.3% | +60.4% | +65.5% |
| 1Y | +40.1% | +33.8% | +6.3% | +25.2% |
| All | +40.1% | +31.8% | +8.3% | +25.2% |
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