+0.4%
IAU vs AMBA
-33.2%
+33.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.3% | -3.4% | +1.5% |
| 7D | +4.9% | 0.0% | +4.9% | +4.9% |
| 30D | -1.4% | -8.6% | +7.2% | -0.9% |
| 3M | -4.8% | -29.0% | +24.2% | -3.3% |
| 6M | -12.5% | -19.2% | +6.7% | -12.7% |
| YTD | -4.2% | -13.0% | +8.8% | -5.2% |
| All | +0.4% | -33.2% | +33.6% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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