+876.7%
IAU vs KEY
+39.5%
+837.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | -0.5% | +2.2% | -2.7% | -0.5% |
| 30D | +4.4% | -3.0% | +7.5% | +4.4% |
| 3M | -1.1% | +3.3% | -4.4% | -1.0% |
| 6M | -13.7% | +9.2% | -22.9% | -13.6% |
| YTD | +2.7% | +10.6% | -7.9% | +3.0% |
| 1Y | +24.6% | +20.4% | +4.2% | +25.1% |
| 3Y | +126.8% | +121.8% | +5.0% | +131.1% |
| 5Y | +139.5% | +41.1% | +98.4% | +142.8% |
| 10Y | +226.3% | +168.5% | +57.7% | +237.5% |
| All | +876.7% | +39.5% | +837.2% | +946.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 all: compounded portfolio wealth divided by compounded KEY 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…
all analysis · Full analysis span regression · 6 months rolling