+215.2%
BKR vs IAU
+867.6%
-652.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | -0.7% | +0.2% | -0.9% | -0.9% |
| 3M | +0.5% | +3.3% | -2.8% | -0.9% |
| 6M | +6.6% | -14.6% | +21.2% | +11.9% |
| YTD | +41.3% | +1.9% | +39.4% | +38.7% |
| 1Y | +42.2% | +20.9% | +21.3% | +31.0% |
| 3Y | +83.4% | +127.5% | -44.0% | +33.0% |
| 5Y | +203.6% | +141.9% | +61.7% | +114.5% |
| 10Y | +139.9% | +222.8% | -82.8% | +50.2% |
| All | +215.2% | +867.6% | -652.4% | +1.0% |
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