+14.7%
RIVN vs IAU
+19.7%
-5.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.4% |
| 7D | +1.8% | -2.0% | +3.9% | +3.0% |
| 30D | +0.6% | -1.5% | +2.2% | +1.6% |
| 3M | +3.2% | +3.3% | -0.1% | +1.6% |
| 6M | -3.7% | -16.2% | +12.5% | +2.6% |
| YTD | -18.7% | +0.7% | -19.3% | -16.4% |
| 1Y | +14.7% | +19.2% | -4.5% | +11.0% |
| All | +14.7% | +19.7% | -5.0% | +11.0% |
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