-24.5%
KVUE vs IAU
+112.1%
-136.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -5.1% | -2.0% | -3.1% | -5.1% |
| 30D | -6.3% | -1.5% | -4.8% | -6.3% |
| 3M | -0.5% | +3.3% | -3.8% | -0.5% |
| 6M | +3.1% | -16.2% | +19.3% | +3.6% |
| YTD | +6.7% | +0.7% | +6.0% | +7.4% |
| 1Y | -1.1% | +19.2% | -20.4% | -1.5% |
| 3Y | -8.7% | +124.4% | -133.2% | -20.0% |
| All | -24.5% | +112.1% | -136.6% | -32.8% |
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 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