+141.9%
IAU vs APA
+177.1%
-35.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +0.8% |
| 7D | +0.2% | +0.3% | -0.1% | +0.2% |
| 30D | +0.2% | +9.3% | -9.1% | 0.0% |
| 3M | +3.3% | +23.3% | -20.1% | +2.6% |
| 6M | -14.6% | +39.5% | -54.0% | -15.8% |
| YTD | +1.9% | +87.6% | -85.7% | -1.0% |
| 1Y | +20.9% | +114.2% | -93.4% | +16.8% |
| 3Y | +127.5% | +13.6% | +113.9% | +124.1% |
| 5Y | +141.9% | +175.6% | -33.7% | +137.5% |
| All | +141.9% | +177.1% | -35.1% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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