+19,926.5%
BKNG vs IAU
+867.6%
+19,058.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -3.8% |
| 7D | -13.1% | +0.2% | -13.3% | -13.1% |
| 30D | -18.5% | +0.2% | -18.7% | -18.5% |
| 3M | +5.8% | +3.3% | +2.5% | +5.6% |
| 6M | -2.1% | -14.6% | +12.4% | -1.8% |
| YTD | -18.6% | +1.9% | -20.5% | -18.8% |
| 1Y | -21.7% | +20.9% | -42.5% | -22.4% |
| 3Y | +40.9% | +127.5% | -86.6% | +35.7% |
| 5Y | +91.0% | +141.9% | -51.0% | +83.0% |
| 10Y | +213.2% | +222.8% | -9.6% | +196.0% |
| All | +19,926.5% | +867.6% | +19,058.9% | +18,548.7% |
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 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