+8,164.6%
AMD vs AEM
+380.6%
+7,784.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.7% | +7.8% |
| 7D | +13.1% | +1.4% | +11.8% | +12.7% |
| 30D | -7.0% | -1.2% | -5.8% | -6.9% |
| 3M | +16.6% | +2.5% | +14.0% | +15.3% |
| 6M | +20.5% | -5.1% | +25.6% | +20.8% |
| YTD | +158.2% | +10.4% | +147.8% | +151.2% |
| 1Y | +132.8% | +11.8% | +121.0% | +126.1% |
| 3Y | +366.2% | +315.6% | +50.6% | +254.6% |
| 5Y | +278.7% | +266.3% | +12.4% | +188.6% |
| 10Y | +8,164.6% | +427.4% | +7,737.2% | +6,376.8% |
| All | +8,164.6% | +380.6% | +7,784.0% | +6,376.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling