+61,451.9%
APH vs AEM
+7,816.3%
+53,635.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.0% | -48.8% | -47.9% |
| 7D | -48.7% | -4.8% | -43.9% | -48.6% |
| 30D | -51.9% | +24.0% | -76.0% | -52.7% |
| 3M | -43.6% | +16.1% | -59.6% | -44.2% |
| 6M | -37.5% | -11.6% | -25.9% | -37.2% |
| YTD | -38.6% | +21.5% | -60.2% | -39.7% |
| 1Y | -26.3% | +39.2% | -65.5% | -28.2% |
| 3Y | +89.2% | +347.4% | -258.2% | +70.9% |
| 5Y | +119.8% | +290.1% | -170.3% | +98.7% |
| 10Y | +454.3% | +357.8% | +96.5% | +387.9% |
| All | +61,451.9% | +7,816.3% | +53,635.6% | +54,436.3% |
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