+67.7%
ASML vs RIOT
-55.3%
+123.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.0% | -5.4% | -8.5% |
| 7D | -19.0% | +7.4% | -26.5% | -20.5% |
| 30D | -25.9% | -22.0% | -3.9% | -22.8% |
| 3M | -19.1% | -31.3% | +12.3% | -14.2% |
| 6M | -5.7% | -27.5% | +21.7% | -2.0% |
| YTD | +27.6% | +16.5% | +11.1% | +19.5% |
| 1Y | +30.8% | -22.2% | +53.0% | +30.9% |
| 3Y | +116.2% | +29.6% | +86.6% | +70.1% |
| 5Y | +67.7% | -53.1% | +120.8% | +32.4% |
| All | +67.7% | -55.3% | +123.0% | +32.4% |
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 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