+1.7%
RKT vs GLDM
+121.8%
-120.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.0% |
| 7D | +17.7% | +4.7% | +13.0% | +15.3% |
| 30D | +31.6% | -0.9% | +32.5% | +32.0% |
| 3M | +13.9% | -4.3% | +18.2% | +16.3% |
| 6M | +2.8% | -13.4% | +16.2% | +9.8% |
| YTD | -22.2% | -5.8% | -16.4% | -18.7% |
| 1Y | -3.5% | +2.1% | -5.6% | -2.0% |
| 3Y | +95.3% | +105.0% | -9.8% | +32.0% |
| All | +1.7% | +121.8% | -120.1% | -40.9% |
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