+303.8%
APH vs IAU
+113.9%
+189.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.3% |
| 7D | -5.0% | +2.8% | -7.8% | -5.8% |
| 30D | -8.4% | -4.0% | -4.4% | -7.4% |
| 3M | -4.5% | -8.2% | +3.7% | -2.4% |
| 6M | +25.3% | -14.8% | +40.0% | +30.1% |
| YTD | +18.9% | -6.7% | +25.6% | +20.6% |
| 1Y | +11.9% | -2.2% | +14.2% | +12.3% |
| 3Y | +278.0% | +106.7% | +171.2% | +217.6% |
| All | +303.8% | +113.9% | +189.9% | +216.1% |
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 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