-91.8%
RIVN vs IAU
+105.6%
-197.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -5.0% | -4.9% |
| 7D | -10.5% | -4.6% | -5.9% | -8.8% |
| 30D | -5.9% | -5.4% | -0.5% | -3.8% |
| 3M | -23.0% | -10.9% | -12.1% | -19.4% |
| 6M | -14.6% | -17.4% | +2.7% | -8.7% |
| YTD | -38.2% | -10.2% | -28.0% | -35.0% |
| 1Y | -25.7% | -7.1% | -18.6% | -22.5% |
| 3Y | -24.8% | +97.7% | -122.5% | -39.1% |
| All | -91.8% | +105.6% | -197.4% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling