+63.5%
AA vs IAU
+19.9%
+43.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.7% |
| 7D | -0.6% | +0.2% | -0.8% | -0.9% |
| 30D | -1.6% | +0.2% | -1.8% | -2.0% |
| 3M | -29.8% | +3.3% | -33.1% | -31.8% |
| 6M | -16.6% | -14.6% | -2.1% | -6.0% |
| YTD | -4.0% | +1.9% | -5.9% | -10.6% |
| 1Y | +63.5% | +20.9% | +42.6% | +47.4% |
| All | +63.5% | +19.9% | +43.7% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling