+3,435.9%
ALNY vs AEM
+1,762.5%
+1,673.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.7% |
| 7D | -6.4% | -5.0% | -1.4% | -5.9% |
| 30D | +11.9% | +8.5% | +3.4% | +10.8% |
| 3M | -15.0% | +29.3% | -44.3% | -17.8% |
| 6M | -23.2% | -12.9% | -10.3% | -22.5% |
| YTD | -37.8% | +16.8% | -54.5% | -39.4% |
| 1Y | -47.3% | +29.8% | -77.1% | -49.4% |
| 3Y | +22.9% | +336.7% | -313.9% | +2.3% |
| 5Y | +30.6% | +299.9% | -269.4% | +8.5% |
| 10Y | +254.6% | +362.2% | -107.6% | +181.0% |
| All | +3,435.9% | +1,762.5% | +1,673.3% | +1,654.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling