-6.3%
RKT vs GLDM
+143.3%
-149.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | +2.1% | -0.5% | +2.6% | +2.4% |
| 30D | +1.4% | +4.4% | -3.0% | -0.4% |
| 3M | +6.3% | -1.1% | +7.3% | +6.8% |
| 6M | -15.5% | -13.7% | -1.8% | -10.1% |
| YTD | -27.4% | +2.8% | -30.1% | -26.9% |
| 1Y | -26.6% | +24.8% | -51.4% | -31.2% |
| 3Y | +41.2% | +127.8% | -86.6% | -6.1% |
| All | -6.3% | +143.3% | -149.5% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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