+4,181.3%
KR vs AEM
+3,395.8%
+785.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +0.9% |
| 7D | -2.7% | -5.0% | +2.4% | -2.6% |
| 30D | +1.9% | +8.5% | -6.5% | +1.9% |
| 3M | -11.0% | +29.3% | -40.3% | -11.2% |
| 6M | -20.2% | -12.9% | -7.3% | -20.1% |
| YTD | -7.3% | +16.8% | -24.0% | -7.4% |
| 1Y | -13.1% | +29.8% | -42.9% | -13.3% |
| 3Y | +29.7% | +336.7% | -307.0% | +28.6% |
| 5Y | +48.8% | +299.9% | -251.2% | +47.4% |
| 10Y | +122.8% | +362.2% | -239.5% | +120.9% |
| All | +4,181.3% | +3,395.8% | +785.6% | +4,365.5% |
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