+3,584.7%
APH vs IAU
+875.8%
+2,708.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.4% | -47.4% | -47.7% |
| 7D | -48.7% | -3.7% | -45.0% | -48.4% |
| 30D | -51.9% | +4.4% | -56.4% | -52.2% |
| 3M | -43.6% | -1.1% | -42.5% | -43.5% |
| 6M | -37.5% | -13.7% | -23.8% | -36.3% |
| YTD | -38.6% | +2.7% | -41.4% | -38.9% |
| 1Y | -26.3% | +24.6% | -51.0% | -28.4% |
| 3Y | +89.2% | +126.8% | -37.6% | +70.3% |
| 5Y | +119.8% | +139.5% | -19.7% | +95.9% |
| 10Y | +454.3% | +226.3% | +228.0% | +377.0% |
| All | +3,584.7% | +875.8% | +2,708.9% | +2,566.1% |
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