+81.6%
KO vs RIOT
-28.5%
+110.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.1% | +5.4% | +0.3% |
| 7D | -1.1% | -0.9% | -0.2% | -1.1% |
| 30D | +1.6% | +3.5% | -1.9% | +1.6% |
| 3M | +5.8% | -13.0% | +18.7% | +5.8% |
| 6M | +14.3% | +43.1% | -28.8% | +14.2% |
| YTD | +27.3% | +65.4% | -38.0% | +27.1% |
| 1Y | +33.2% | +27.7% | +5.4% | +32.9% |
| 3Y | +64.5% | +91.3% | -26.9% | +61.6% |
| All | +81.6% | -28.5% | +110.1% | +75.2% |
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