+147.6%
IAU vs RPRX
+52.7%
+94.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -2.0% | -8.4% | +6.3% | -1.6% |
| 30D | -1.5% | -0.6% | -0.9% | -1.5% |
| 3M | +3.3% | +6.4% | -3.2% | +3.0% |
| 6M | -16.2% | +26.6% | -42.8% | -17.0% |
| YTD | +0.7% | +53.8% | -53.1% | -0.9% |
| 1Y | +19.2% | +62.8% | -43.6% | +17.1% |
| 3Y | +124.4% | +118.0% | +6.4% | +117.4% |
| 5Y | +140.0% | +71.2% | +68.8% | +134.5% |
| All | +147.6% | +52.7% | +94.9% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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