+365.7%
ALAB vs AEM
+286.0%
+79.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.5% | -6.5% |
| 7D | +3.2% | +4.3% | -1.1% | +1.8% |
| 30D | -13.6% | +13.1% | -26.7% | -17.5% |
| 3M | -16.6% | +24.8% | -41.4% | -23.6% |
| 6M | +142.3% | -8.2% | +150.6% | +143.4% |
| YTD | +73.6% | +19.8% | +53.8% | +60.7% |
| 1Y | +33.7% | +32.1% | +1.6% | +19.8% |
| All | +365.7% | +286.0% | +79.6% | +299.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling