+19.2%
IAU vs APTV
-44.8%
+64.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -2.0% | -5.0% | +3.0% | -1.5% |
| 30D | -1.5% | -6.1% | +4.5% | -1.0% |
| 3M | +3.3% | -33.0% | +36.3% | +7.0% |
| 6M | -16.2% | -35.2% | +19.0% | -13.4% |
| YTD | +0.7% | -40.1% | +40.8% | +5.3% |
| 1Y | +19.2% | -45.6% | +64.8% | +23.7% |
| All | +19.2% | -44.8% | +64.0% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling