+883.4%
APH vs RIOT
+609.8%
+273.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +13.2% | -9.1% | +3.1% |
| 7D | -5.9% | +30.4% | -36.4% | -8.0% |
| 30D | -14.8% | -9.9% | -4.9% | -14.4% |
| 3M | -12.4% | -21.2% | +8.8% | -11.4% |
| 6M | +8.1% | -29.5% | +37.6% | +9.8% |
| YTD | +10.9% | +31.9% | -20.9% | +7.0% |
| 1Y | +8.8% | -3.6% | +12.4% | +7.0% |
| 3Y | +262.1% | +51.8% | +210.3% | +232.2% |
| 5Y | +283.1% | -46.9% | +330.1% | +250.2% |
| All | +883.4% | +609.8% | +273.6% | +678.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling