+868.5%
IAU vs AON
+1,706.1%
-837.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +0.9% |
| 7D | +0.2% | -7.9% | +8.1% | +0.1% |
| 30D | +0.2% | -14.6% | +14.9% | +0.1% |
| 3M | +3.3% | -7.9% | +11.2% | +3.2% |
| 6M | -14.6% | -8.0% | -6.6% | -14.6% |
| YTD | +1.9% | -13.2% | +15.1% | +1.8% |
| 1Y | +20.9% | -16.4% | +37.3% | +20.8% |
| 3Y | +127.5% | -6.7% | +134.1% | +127.2% |
| 5Y | +141.9% | +8.0% | +133.9% | +141.7% |
| 10Y | +222.8% | +205.6% | +17.1% | +226.9% |
| All | +868.5% | +1,706.1% | -837.6% | +885.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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