+1,402.3%
LITE vs RIOT
+609.8%
+792.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +13.2% | -7.5% | +4.0% |
| 7D | -35.9% | +30.4% | -66.4% | -38.2% |
| 30D | -51.5% | -9.9% | -41.7% | -50.9% |
| 3M | -35.7% | -21.2% | -14.5% | -33.9% |
| 6M | -43.0% | -29.5% | -13.5% | -40.6% |
| YTD | +46.1% | +31.9% | +14.2% | +39.7% |
| 1Y | +124.7% | -3.6% | +128.3% | +122.9% |
| 3Y | +1,172.1% | +51.8% | +1,120.3% | +1,040.7% |
| 5Y | +477.0% | -46.9% | +524.0% | +420.8% |
| All | +1,402.3% | +609.8% | +792.6% | +1,025.9% |
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