+109.8%
AAPL vs RIOT
-29.1%
+138.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -3.0% | +18.4% | -21.4% | -4.6% |
| 30D | +2.3% | +13.8% | -11.5% | +0.6% |
| 3M | +8.6% | -12.7% | +21.4% | +8.8% |
| 6M | +21.6% | +50.1% | -28.6% | +14.0% |
| YTD | +16.3% | +74.2% | -57.9% | +6.1% |
| 1Y | +35.1% | +45.1% | -10.0% | +24.3% |
| 3Y | +79.4% | +101.6% | -22.2% | +44.1% |
| 5Y | +109.8% | -29.6% | +139.4% | +67.8% |
| All | +109.8% | -29.1% | +138.9% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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