+713.7%
RCL vs IAU
+793.8%
-80.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.4% |
| 7D | +6.5% | +4.7% | +1.8% | +6.5% |
| 30D | +15.9% | -0.9% | +16.8% | +15.8% |
| 3M | +2.7% | -4.4% | +7.0% | +2.6% |
| 6M | +15.2% | -13.5% | +28.7% | +14.9% |
| YTD | +19.2% | -5.9% | +25.1% | +19.6% |
| 1Y | +31.6% | +1.9% | +29.7% | +32.5% |
| 3Y | +274.2% | +104.1% | +170.1% | +288.1% |
| 5Y | +250.1% | +121.0% | +129.1% | +263.8% |
| 10Y | +388.4% | +204.1% | +184.4% | +417.7% |
| All | +713.7% | +793.8% | -80.0% | +690.0% |
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