+114.8%
IAU vs APA
+76.3%
+38.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -2.7% |
| 7D | +2.8% | -5.5% | +8.4% | +2.9% |
| 30D | -4.0% | -1.2% | -2.8% | -4.0% |
| 3M | -8.2% | +10.6% | -18.8% | -8.6% |
| 6M | -14.8% | +28.4% | -43.2% | -15.5% |
| YTD | -6.7% | +89.7% | -96.4% | -9.6% |
| 1Y | -2.2% | +90.6% | -92.8% | -5.3% |
| 3Y | +106.7% | +36.9% | +69.8% | +101.9% |
| 5Y | +114.8% | +83.2% | +31.6% | +108.5% |
| All | +114.8% | +76.3% | +38.5% | +108.5% |
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