+652.2%
RGTI vs IAU
+123.7%
+528.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | +0.5% | -2.0% | +2.5% | +1.7% |
| 30D | -17.1% | -1.5% | -15.6% | -16.2% |
| 3M | -26.0% | +3.3% | -29.2% | -27.2% |
| 6M | -9.9% | -16.2% | +6.4% | -1.0% |
| YTD | -31.1% | +0.7% | -31.7% | -27.7% |
| 1Y | -8.5% | +19.2% | -27.7% | -6.8% |
| 3Y | +652.2% | +124.4% | +527.8% | +484.8% |
| All | +652.2% | +123.7% | +528.5% | +484.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling