+139.3%
IAU vs APTV
-69.3%
+208.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -2.0% | -5.0% | +3.0% | -1.8% |
| 30D | -1.5% | -6.1% | +4.5% | -1.3% |
| 3M | +3.3% | -33.0% | +36.3% | +4.5% |
| 6M | -16.2% | -35.2% | +19.0% | -15.3% |
| YTD | +0.7% | -40.1% | +40.8% | +2.0% |
| 1Y | +19.2% | -45.6% | +64.8% | +21.0% |
| 3Y | +124.4% | -54.4% | +178.8% | +128.1% |
| All | +139.3% | -69.3% | +208.6% | +138.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling