+177.9%
KO vs IAU
+218.5%
-40.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.4% |
| 7D | -1.1% | -3.4% | +2.3% | -0.9% |
| 30D | +1.6% | -1.1% | +2.7% | +1.6% |
| 3M | +5.8% | +5.8% | -0.1% | +5.3% |
| 6M | +14.3% | -16.9% | +31.2% | +16.1% |
| YTD | +27.3% | +0.1% | +27.2% | +26.4% |
| 1Y | +33.2% | +18.4% | +14.8% | +29.1% |
| 3Y | +64.5% | +123.6% | -59.1% | +45.8% |
| 5Y | +83.1% | +138.7% | -55.6% | +59.6% |
| All | +177.9% | +218.5% | -40.6% | +135.8% |
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