+755.6%
GOOGL vs AEM
+378.0%
+377.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.6% |
| 7D | 0.0% | -2.1% | +2.1% | +0.2% |
| 30D | -1.4% | +8.4% | -9.8% | -2.4% |
| 3M | -5.3% | +27.3% | -32.6% | -8.0% |
| 6M | +9.8% | -9.7% | +19.4% | +10.4% |
| YTD | +8.4% | +19.0% | -10.6% | +5.5% |
| 1Y | +41.2% | +31.5% | +9.7% | +35.8% |
| 3Y | +149.6% | +338.7% | -189.1% | +109.4% |
| 5Y | +142.6% | +307.4% | -164.9% | +102.2% |
| All | +755.6% | +378.0% | +377.6% | +601.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling