+31.8%
BA vs RIOT
+609.8%
-578.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +13.2% | -12.7% | -0.7% |
| 7D | +1.1% | +30.4% | -29.4% | -1.7% |
| 30D | -7.9% | -9.9% | +1.9% | -7.6% |
| 3M | -25.3% | -21.2% | -4.1% | -24.5% |
| 6M | -24.6% | -29.5% | +4.9% | -23.5% |
| YTD | -20.1% | +31.9% | -52.0% | -24.6% |
| 1Y | -11.8% | -3.6% | -8.1% | -14.5% |
| 3Y | -10.1% | +51.8% | -61.9% | -22.1% |
| 5Y | -22.7% | -46.9% | +24.2% | -32.6% |
| All | +31.8% | +609.8% | -578.0% | -20.0% |
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