+56.9%
KORU vs RIOT
-26.7%
+83.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.5% | +6.5% | +7.9% |
| 7D | -1.7% | -1.5% | -0.2% | -0.8% |
| 30D | +13.5% | +5.7% | +7.9% | +11.6% |
| 3M | -45.2% | -17.9% | -27.3% | -37.6% |
| 6M | +17.1% | +45.0% | -27.8% | +17.7% |
| YTD | +154.1% | +69.5% | +84.7% | +144.2% |
| 1Y | +375.7% | +37.2% | +338.5% | +380.3% |
| 3Y | +474.0% | +111.7% | +362.3% | +314.3% |
| All | +56.9% | -26.7% | +83.7% | +12.1% |
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