+173.2%
BKR vs IAU
+138.4%
+34.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -4.9% | -6.2% |
| 7D | -6.7% | -3.4% | -3.3% | -5.7% |
| 30D | -8.3% | -1.1% | -7.2% | -8.2% |
| 3M | -5.4% | +5.8% | -11.2% | -7.1% |
| 6M | +0.8% | -16.9% | +17.7% | +6.1% |
| YTD | +31.8% | +0.1% | +31.7% | +30.1% |
| 1Y | +28.6% | +18.4% | +10.2% | +19.3% |
| 3Y | +71.2% | +123.6% | -52.3% | +17.7% |
| All | +173.2% | +138.4% | +34.8% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling