+824.5%
RIOT vs IAU
+243.5%
+581.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +3.4% |
| 7D | +25.1% | +0.7% | +24.4% | +24.6% |
| 30D | +8.5% | +0.3% | +8.1% | +8.7% |
| 3M | -13.4% | +0.7% | -14.1% | -13.4% |
| 6M | +57.1% | -15.5% | +72.6% | +77.7% |
| YTD | +75.7% | +1.0% | +74.7% | +78.4% |
| 1Y | +65.6% | +19.6% | +46.1% | +51.1% |
| 3Y | +103.3% | +125.4% | -22.2% | +8.8% |
| 5Y | -26.7% | +140.7% | -167.5% | -63.3% |
| 10Y | +527.2% | +218.1% | +309.0% | +214.8% |
| All | +824.5% | +243.5% | +581.0% | +339.8% |
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 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