+105.6%
IAU vs APTV
-77.5%
+183.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -4.6% | -1.7% | -2.8% | -4.5% |
| 30D | -5.4% | -11.6% | +6.2% | -5.0% |
| 3M | -10.9% | -21.2% | +10.3% | -10.1% |
| 6M | -17.4% | -28.5% | +11.2% | -16.3% |
| YTD | -10.2% | -49.1% | +38.9% | -8.4% |
| 1Y | -7.1% | -52.2% | +45.1% | -5.1% |
| 3Y | +97.7% | -48.6% | +146.3% | +101.4% |
| All | +105.6% | -77.5% | +183.1% | +105.8% |
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