+146.2%
AAPL vs IAU
+111.4%
+34.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.2% | +2.1% |
| 7D | +1.8% | -2.0% | +3.7% | +1.9% |
| 30D | +4.3% | -4.4% | +8.7% | +4.7% |
| 3M | +16.6% | -8.9% | +25.5% | +17.4% |
| 6M | +21.6% | -15.9% | +37.5% | +23.0% |
| YTD | +31.2% | -7.8% | +38.9% | +31.1% |
| 1Y | +29.6% | -3.8% | +33.3% | +28.8% |
| 3Y | +93.1% | +104.3% | -11.2% | +72.2% |
| 5Y | +146.2% | +111.2% | +35.0% | +113.7% |
| All | +146.2% | +111.4% | +34.8% | +113.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling