+219.7%
IAU vs APTV
-16.1%
+235.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.5% |
| 7D | -2.0% | -5.0% | +3.0% | -1.9% |
| 30D | -1.5% | -6.1% | +4.5% | -1.4% |
| 3M | +3.3% | -33.0% | +36.3% | +4.0% |
| 6M | -16.2% | -35.2% | +19.0% | -15.7% |
| YTD | +0.7% | -40.1% | +40.8% | +1.4% |
| 1Y | +19.2% | -45.6% | +64.8% | +20.2% |
| 3Y | +124.4% | -54.4% | +178.8% | +126.4% |
| 5Y | +140.0% | -68.9% | +208.9% | +141.9% |
| All | +219.7% | -16.1% | +235.8% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling