+28.1%
BA vs RIOT
+670.6%
-642.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.7% | -6.3% | -1.1% |
| 7D | -1.7% | +49.2% | -50.9% | -5.6% |
| 30D | -9.5% | +4.6% | -14.0% | -10.4% |
| 3M | -26.5% | -13.9% | -12.5% | -26.3% |
| 6M | -27.4% | -26.7% | -0.7% | -26.6% |
| YTD | -20.6% | +39.4% | -60.0% | -25.5% |
| 1Y | -11.4% | +3.8% | -15.2% | -14.8% |
| 3Y | -10.8% | +73.0% | -83.8% | -23.7% |
| 5Y | -21.9% | -55.7% | +33.8% | -30.8% |
| 10Y | +28.1% | +685.8% | -657.7% | -23.0% |
| All | +28.1% | +670.6% | -642.4% | -23.0% |
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