+606.1%
COST vs RIOT
+527.0%
+79.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | +0.2% |
| 7D | -1.2% | -1.5% | +0.3% | -1.2% |
| 30D | -4.7% | +5.7% | -10.4% | -5.0% |
| 3M | -7.1% | -17.9% | +10.7% | -6.9% |
| 6M | -8.5% | +45.0% | -53.5% | -10.4% |
| YTD | +5.4% | +69.5% | -64.1% | +2.3% |
| 1Y | -5.6% | +37.2% | -42.8% | -8.0% |
| 3Y | +68.5% | +111.7% | -43.3% | +57.3% |
| 5Y | +105.2% | -27.5% | +132.8% | +90.6% |
| All | +606.1% | +527.0% | +79.1% | +469.7% |
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