-39.4%
RDDT vs IAU
+19.7%
-59.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.4% |
| 7D | +2.1% | -2.0% | +4.2% | +2.7% |
| 30D | +2.8% | -1.5% | +4.3% | +3.3% |
| 3M | -8.9% | +3.3% | -12.2% | -9.8% |
| 6M | +15.1% | -16.2% | +31.3% | +15.8% |
| YTD | -31.4% | +0.7% | -32.0% | -28.4% |
| 1Y | -39.4% | +19.2% | -58.7% | -32.4% |
| All | -39.4% | +19.7% | -59.1% | -32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling