+957.8%
AAOI vs IAU
+216.0%
+741.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | -0.2% | -2.0% | +1.9% | +0.6% |
| 30D | -23.7% | -1.5% | -22.2% | -23.3% |
| 3M | -39.0% | +3.3% | -42.3% | -39.7% |
| 6M | -17.0% | -16.2% | -0.8% | -11.6% |
| YTD | +202.2% | +0.7% | +201.6% | +205.3% |
| 1Y | +292.4% | +19.2% | +273.2% | +280.2% |
| 3Y | +804.4% | +124.4% | +680.0% | +644.4% |
| 5Y | +1,318.0% | +140.0% | +1,178.0% | +1,064.4% |
| 10Y | +436.7% | +218.9% | +217.8% | +367.6% |
| All | +957.8% | +216.0% | +741.9% | +880.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling