-37.6%
RKT vs IAU
+19.7%
-57.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -6.3% | -2.0% | -4.2% | -5.2% |
| 30D | -6.2% | -1.5% | -4.7% | -5.3% |
| 3M | -1.9% | +3.3% | -5.1% | -3.4% |
| 6M | -13.0% | -16.2% | +3.2% | -4.5% |
| YTD | -31.9% | +0.7% | -32.6% | -26.7% |
| 1Y | -37.6% | +19.2% | -56.8% | -29.2% |
| All | -37.6% | +19.7% | -57.3% | -29.2% |
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