+262.1%
APH vs IAU
+103.2%
+158.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.3% |
| 7D | -5.9% | +4.7% | -10.7% | -7.3% |
| 30D | -14.8% | -0.9% | -13.9% | -14.6% |
| 3M | -12.4% | -4.4% | -8.1% | -11.4% |
| 6M | +8.1% | -13.5% | +21.6% | +12.0% |
| YTD | +10.9% | -5.9% | +16.8% | +12.4% |
| 1Y | +8.8% | +1.9% | +6.9% | +8.2% |
| 3Y | +262.1% | +104.1% | +158.0% | +195.7% |
| All | +262.1% | +103.2% | +158.8% | +195.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling