+120.2%
BKR vs IAU
+220.2%
-100.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -7.0% | -2.0% | -5.0% | -6.5% |
| 30D | -8.1% | -1.5% | -6.6% | -7.8% |
| 3M | -6.6% | +3.3% | -9.9% | -7.6% |
| 6M | +0.9% | -16.2% | +17.1% | +5.2% |
| YTD | +31.1% | +0.7% | +30.4% | +29.8% |
| 1Y | +27.7% | +19.2% | +8.5% | +20.3% |
| 3Y | +71.2% | +124.4% | -53.2% | +32.4% |
| 5Y | +177.6% | +140.0% | +37.6% | +109.4% |
| All | +120.2% | +220.2% | -100.0% | +65.8% |
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