-14.8%
KMB vs IAU
+24.6%
-39.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.7% |
| 7D | -4.2% | -0.5% | -3.7% | -4.2% |
| 30D | -6.6% | +4.4% | -11.0% | -6.8% |
| 3M | +12.6% | -1.1% | +13.7% | +12.8% |
| 6M | +2.9% | -13.7% | +16.6% | +4.1% |
| YTD | +6.8% | +2.7% | +4.0% | +7.5% |
| 1Y | -14.8% | +24.6% | -39.4% | -12.4% |
| All | -14.8% | +24.6% | -39.3% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling