+485.8%
RIOT vs IAU
+220.2%
+265.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +1.9% | +2.1% |
| 7D | -1.5% | -2.0% | +0.5% | 0.0% |
| 30D | +5.7% | -1.5% | +7.2% | +7.4% |
| 3M | -17.9% | +3.3% | -21.1% | -19.3% |
| 6M | +45.0% | -16.2% | +61.2% | +64.8% |
| YTD | +69.5% | +0.7% | +68.8% | +72.7% |
| 1Y | +37.2% | +19.2% | +18.0% | +25.9% |
| 3Y | +111.7% | +124.4% | -12.7% | +14.5% |
| 5Y | -27.5% | +140.0% | -167.6% | -63.4% |
| All | +485.8% | +220.2% | +265.6% | +170.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling