-24.6%
KVUE vs IAU
+114.6%
-139.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.5% |
| 7D | -7.2% | +0.2% | -7.4% | -7.2% |
| 30D | -5.7% | +0.2% | -5.9% | -5.7% |
| 3M | +0.2% | +3.3% | -3.1% | +0.1% |
| 6M | 0.0% | -14.6% | +14.6% | +0.5% |
| YTD | +6.5% | +1.9% | +4.6% | +7.2% |
| 1Y | -1.4% | +20.9% | -22.3% | -1.8% |
| 3Y | -5.6% | +127.5% | -133.1% | -17.3% |
| All | -24.6% | +114.6% | -139.2% | -32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling