+144.5%
IBM vs RIOT
+529.7%
-385.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.2% | +3.4% |
| 7D | +3.6% | +18.4% | -14.9% | +2.9% |
| 30D | +1.5% | +13.8% | -12.2% | +1.0% |
| 3M | -12.9% | -12.7% | -0.2% | -12.9% |
| 6M | -3.9% | +50.1% | -54.0% | -5.9% |
| YTD | -17.3% | +74.2% | -91.5% | -19.7% |
| 1Y | -5.0% | +45.1% | -50.1% | -7.5% |
| 3Y | +78.2% | +101.6% | -23.3% | +67.6% |
| 5Y | +120.6% | -29.6% | +150.2% | +107.5% |
| 10Y | +144.5% | +528.1% | -383.7% | +92.8% |
| All | +144.5% | +529.7% | -385.3% | +92.8% |
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