+28,821.0%
AAPL vs IAU
+875.8%
+27,945.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.5% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +3.0% | +4.4% | -1.5% | +2.9% |
| 3M | +2.9% | -1.1% | +4.0% | +2.9% |
| 6M | +22.1% | -13.7% | +35.8% | +22.3% |
| YTD | +18.0% | +2.7% | +15.3% | +17.9% |
| 1Y | +33.9% | +24.6% | +9.3% | +33.4% |
| 3Y | +71.2% | +126.8% | -55.7% | +69.0% |
| 5Y | +112.6% | +139.5% | -26.9% | +109.5% |
| 10Y | +1,198.8% | +226.3% | +972.5% | +1,196.9% |
| All | +28,821.0% | +875.8% | +27,945.3% | +30,801.6% |
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