+250.4%
APP vs IAU
+106.1%
+144.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | 0.0% | -1.3% |
| 7D | +10.6% | -5.5% | +16.0% | +13.8% |
| 30D | +44.6% | -7.0% | +51.6% | +50.5% |
| 3M | +29.6% | -12.3% | +41.9% | +38.1% |
| 6M | -19.8% | -17.9% | -1.8% | -11.9% |
| YTD | -41.6% | -10.3% | -31.3% | -36.7% |
| 1Y | -32.7% | -7.9% | -24.8% | -27.9% |
| 3Y | +799.0% | +98.7% | +700.4% | +591.2% |
| 5Y | +250.4% | +105.0% | +145.3% | +131.6% |
| All | +250.4% | +106.1% | +144.3% | +131.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling