+130.2%
KMI vs IAU
+218.5%
-88.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.3% | -1.2% |
| 7D | -2.1% | -3.4% | +1.3% | -1.6% |
| 30D | -1.7% | -1.1% | -0.6% | -1.6% |
| 3M | -1.9% | +5.8% | -7.7% | -3.1% |
| 6M | -4.3% | -16.9% | +12.6% | -1.2% |
| YTD | +15.8% | +0.1% | +15.7% | +14.3% |
| 1Y | +17.6% | +18.4% | -0.8% | +11.3% |
| 3Y | +113.1% | +123.6% | -10.5% | +71.2% |
| 5Y | +154.0% | +138.7% | +15.2% | +99.8% |
| All | +130.2% | +218.5% | -88.3% | +79.5% |
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