+6,765.0%
APH vs IAU
+801.0%
+5,964.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.8% | -10.2% | -9.4% |
| 7D | -12.7% | +1.9% | -14.6% | -13.0% |
| 30D | -19.2% | -1.7% | -17.4% | -19.0% |
| 3M | -16.7% | -3.6% | -13.1% | -16.3% |
| 6M | +5.1% | -10.1% | +15.3% | +6.7% |
| YTD | +6.6% | -5.1% | +11.7% | +7.2% |
| 1Y | +3.9% | +2.6% | +1.3% | +3.5% |
| 3Y | +246.0% | +104.1% | +141.9% | +215.8% |
| 5Y | +268.0% | +122.8% | +145.2% | +231.3% |
| 10Y | +868.2% | +206.5% | +661.7% | +740.9% |
| All | +6,765.0% | +801.0% | +5,964.0% | +4,921.2% |
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