+908.2%
APO vs IAU
+218.5%
+689.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -2.3% |
| 7D | -4.9% | -3.4% | -1.5% | -4.8% |
| 30D | -8.4% | -1.1% | -7.3% | -8.4% |
| 3M | -2.1% | +5.8% | -7.9% | -2.1% |
| 6M | +19.2% | -16.9% | +36.2% | +19.2% |
| YTD | -10.5% | +0.1% | -10.7% | -10.6% |
| 1Y | -2.7% | +18.4% | -21.1% | -2.9% |
| 3Y | +52.5% | +123.6% | -71.1% | +49.1% |
| 5Y | +132.1% | +138.7% | -6.7% | +123.6% |
| All | +908.2% | +218.5% | +689.8% | +931.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling