+120.8%
IAU vs RPRX
+81.2%
+39.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -4.6% | +3.3% | -7.9% | -4.7% |
| 30D | -5.4% | +17.9% | -23.3% | -6.1% |
| 3M | -10.9% | +19.2% | -30.1% | -11.6% |
| 6M | -17.4% | +31.7% | -49.1% | -18.3% |
| YTD | -10.2% | +82.5% | -92.7% | -12.3% |
| 1Y | -7.1% | +78.4% | -85.5% | -9.1% |
| 3Y | +97.7% | +177.0% | -79.2% | +89.7% |
| 5Y | +105.3% | +86.5% | +18.8% | +99.1% |
| All | +120.8% | +81.2% | +39.7% | +112.9% |
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