+209.9%
BKNG vs IAU
+218.5%
-8.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.5% |
| 7D | -10.7% | -3.4% | -7.3% | -10.6% |
| 30D | -18.1% | -1.1% | -17.0% | -18.1% |
| 3M | +8.5% | +5.8% | +2.7% | +8.6% |
| 6M | -0.1% | -16.9% | +16.9% | -0.3% |
| YTD | -18.2% | +0.1% | -18.4% | -18.3% |
| 1Y | -19.9% | +18.4% | -38.3% | -20.3% |
| 3Y | +41.6% | +123.6% | -82.0% | +37.0% |
| 5Y | +93.1% | +138.7% | -45.6% | +84.4% |
| All | +209.9% | +218.5% | -8.6% | +192.7% |
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