+286.1%
KLAC vs RIOT
-61.9%
+348.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.4% | -2.8% |
| 7D | +10.0% | +4.8% | +5.1% | +9.0% |
| 30D | -14.8% | +16.0% | -30.8% | -17.8% |
| 3M | -27.2% | -8.8% | -18.4% | -26.7% |
| 6M | -17.5% | -29.7% | +12.2% | -12.6% |
| YTD | +25.8% | +38.3% | -12.5% | +15.2% |
| 1Y | +31.8% | +26.2% | +5.6% | +22.2% |
| 3Y | +195.3% | +79.0% | +116.3% | +124.3% |
| All | +286.1% | -61.9% | +348.0% | +239.5% |
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