+32,000.8%
AAPL vs IAU
+751.7%
+31,249.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | -0.1% |
| 7D | +3.2% | -5.5% | +8.7% | +3.3% |
| 30D | +4.1% | -7.0% | +11.0% | +4.2% |
| 3M | +17.5% | -12.3% | +29.8% | +17.8% |
| 6M | +20.6% | -17.9% | +38.5% | +20.9% |
| YTD | +31.0% | -10.3% | +41.3% | +31.2% |
| 1Y | +30.2% | -7.9% | +38.1% | +30.3% |
| 3Y | +92.9% | +98.7% | -5.8% | +90.9% |
| 5Y | +142.4% | +105.0% | +37.4% | +139.4% |
| 10Y | +1,324.9% | +207.7% | +1,117.3% | +1,329.5% |
| All | +32,000.8% | +751.7% | +31,249.1% | +34,289.1% |
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