+27.7%
BKR vs IAU
+19.7%
+8.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -7.0% | -2.0% | -5.0% | -6.6% |
| 30D | -8.1% | -1.5% | -6.6% | -7.9% |
| 3M | -6.6% | +3.3% | -9.9% | -7.4% |
| 6M | +0.9% | -16.2% | +17.1% | +4.3% |
| YTD | +31.1% | +0.7% | +30.4% | +31.6% |
| 1Y | +27.7% | +19.2% | +8.5% | +29.8% |
| All | +27.7% | +19.7% | +8.0% | +29.8% |
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 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