+1,347.0%
AAPL vs RIOT
+750.5%
+596.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.5% |
| 7D | +4.1% | +4.8% | -0.7% | +3.8% |
| 30D | +4.0% | +16.0% | -12.1% | +2.6% |
| 3M | +16.8% | -8.8% | +25.6% | +16.6% |
| 6M | +19.4% | -29.7% | +49.1% | +20.5% |
| YTD | +31.5% | +38.3% | -6.8% | +25.2% |
| 1Y | +31.0% | +26.2% | +4.8% | +25.2% |
| 3Y | +95.3% | +79.0% | +16.3% | +72.9% |
| 5Y | +143.4% | -60.4% | +203.7% | +121.2% |
| 10Y | +1,330.5% | +638.6% | +691.9% | +890.1% |
| All | +1,347.0% | +750.5% | +596.5% | +878.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling