-0.9%
APO vs IAU
+19.9%
-20.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -0.4% | +0.2% | -0.6% | -0.4% |
| 3M | -0.9% | +3.3% | -4.2% | -1.1% |
| 6M | +22.1% | -14.6% | +36.7% | +21.6% |
| YTD | -8.4% | +1.9% | -10.3% | -9.3% |
| 1Y | -0.9% | +20.9% | -21.8% | -10.0% |
| All | -0.9% | +19.9% | -20.8% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling