+51.3%
APO vs IAU
+105.5%
-54.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +0.6% |
| 7D | +8.1% | +2.8% | +5.3% | +7.9% |
| 30D | +3.4% | -4.0% | +7.4% | +3.5% |
| 3M | -6.6% | -8.2% | +1.6% | -6.4% |
| 6M | -7.1% | -14.8% | +7.7% | -7.0% |
| YTD | -14.1% | -6.7% | -7.5% | -14.1% |
| 1Y | -4.7% | -2.2% | -2.5% | -4.5% |
| 3Y | +51.3% | +106.7% | -55.4% | +40.6% |
| All | +51.3% | +105.5% | -54.2% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling