+43.2%
KO vs IAU
+2.6%
+40.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +1.2% |
| 7D | +4.4% | -0.3% | +4.7% | +4.4% |
| 30D | +10.7% | -1.9% | +12.6% | +10.6% |
| 3M | +11.3% | -0.4% | +11.8% | +11.5% |
| 6M | +24.0% | -10.1% | +34.2% | +24.0% |
| YTD | +39.7% | -5.9% | +45.6% | +38.1% |
| 1Y | +43.2% | +2.9% | +40.3% | +40.2% |
| All | +43.2% | +2.6% | +40.6% | +40.2% |
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