+91.4%
ORCL vs RIOT
-36.2%
+127.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +2.7% |
| 7D | +5.3% | +14.8% | -9.5% | +3.4% |
| 30D | +10.0% | +1.4% | +8.6% | +9.4% |
| 3M | -32.6% | -20.6% | -11.9% | -31.3% |
| 6M | +4.9% | +31.9% | -26.9% | -0.2% |
| YTD | -17.8% | +72.1% | -89.8% | -24.5% |
| 1Y | -28.0% | +65.7% | -93.6% | -34.1% |
| 3Y | +36.0% | +97.5% | -61.4% | +15.1% |
| All | +91.4% | -36.2% | +127.7% | +58.4% |
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