+104.1%
IAU vs AMBA
+16.7%
+87.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.1% | -6.9% | -1.1% |
| 7D | +4.7% | -7.2% | +12.0% | +5.0% |
| 30D | -0.9% | -10.4% | +9.5% | -0.5% |
| 3M | -4.4% | -30.1% | +25.8% | -3.1% |
| 6M | -13.5% | -22.4% | +8.9% | -13.3% |
| YTD | -5.9% | -17.3% | +11.4% | -6.1% |
| 1Y | +1.9% | -35.4% | +37.3% | +2.3% |
| 3Y | +104.1% | +18.6% | +85.4% | +104.6% |
| All | +104.1% | +16.7% | +87.3% | +104.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling