+9.7%
BKR vs IAU
+2.6%
+7.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +3.7% | -9.2% | -6.3% |
| 7D | -8.8% | -0.3% | -8.5% | -8.7% |
| 30D | -13.1% | -1.9% | -11.2% | -12.6% |
| 3M | -18.9% | -0.4% | -18.5% | -18.9% |
| 6M | -27.2% | -10.1% | -17.1% | -25.5% |
| YTD | +10.7% | -5.9% | +16.6% | +11.7% |
| 1Y | +9.7% | +2.9% | +6.7% | +8.1% |
| All | +9.7% | +2.6% | +7.1% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling