+1,651.7%
APO vs IAU
+168.7%
+1,482.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.2% |
| 7D | +0.2% | -2.0% | +2.1% | +0.3% |
| 30D | +3.1% | -4.4% | +7.6% | +3.3% |
| 3M | -12.0% | -8.9% | -3.1% | -11.7% |
| 6M | -5.0% | -15.9% | +11.0% | -4.4% |
| YTD | -14.0% | -7.8% | -6.2% | -13.9% |
| 1Y | -5.9% | -3.8% | -2.2% | -6.0% |
| 3Y | +51.6% | +104.3% | -52.8% | +45.8% |
| 5Y | +80.8% | +111.2% | -30.4% | +72.5% |
| 10Y | +839.9% | +216.4% | +623.5% | +787.7% |
| All | +1,651.7% | +168.7% | +1,482.9% | +1,581.2% |
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