+117.7%
RIOT vs IAU
+126.4%
-8.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.4% |
| 7D | +18.4% | +0.2% | +18.3% | +18.4% |
| 30D | +13.8% | +0.2% | +13.5% | +14.1% |
| 3M | -12.7% | +3.3% | -16.0% | -13.9% |
| 6M | +50.1% | -14.6% | +64.7% | +59.8% |
| YTD | +74.2% | +1.9% | +72.3% | +84.7% |
| 1Y | +45.1% | +20.9% | +24.2% | +56.5% |
| All | +117.7% | +126.4% | -8.7% | +128.6% |
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