+146.4%
KMI vs IAU
+105.6%
+40.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +6.5% | -4.6% | +11.1% | +7.1% |
| 30D | -3.4% | -5.4% | +2.0% | -2.9% |
| 3M | +0.4% | -10.9% | +11.3% | +1.6% |
| 6M | -0.9% | -17.4% | +16.4% | +1.7% |
| YTD | +20.5% | -10.2% | +30.7% | +19.9% |
| 1Y | +23.2% | -7.1% | +30.2% | +21.4% |
| 3Y | +121.6% | +97.7% | +23.9% | +67.0% |
| All | +146.4% | +105.6% | +40.8% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling