+266.4%
KDP vs IAU
+209.9%
+56.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.8% |
| 7D | +4.0% | -2.0% | +5.9% | +4.0% |
| 30D | +16.8% | -4.4% | +21.2% | +16.8% |
| 3M | +32.0% | -8.9% | +40.9% | +32.1% |
| 6M | +35.2% | -15.9% | +51.1% | +35.4% |
| YTD | +40.9% | -7.8% | +48.7% | +40.8% |
| 1Y | +47.7% | -3.8% | +51.4% | +47.4% |
| 3Y | +34.8% | +104.3% | -69.5% | +32.2% |
| 5Y | +22.6% | +111.2% | -88.6% | +19.5% |
| 10Y | +266.4% | +216.4% | +50.0% | +287.0% |
| All | +266.4% | +209.9% | +56.5% | +287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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