+193.4%
AMAT vs AEM
+31.9%
+161.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.4% | +5.4% | +4.5% |
| 7D | +7.0% | +4.3% | +2.7% | +5.2% |
| 30D | -12.2% | +13.1% | -25.3% | -16.9% |
| 3M | -3.8% | +24.8% | -28.6% | -13.5% |
| 6M | +45.9% | -8.2% | +54.2% | +46.6% |
| YTD | +84.6% | +19.8% | +64.8% | +69.9% |
| 1Y | +193.4% | +32.1% | +161.3% | +170.0% |
| All | +193.4% | +31.9% | +161.5% | +170.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling