+485.8%
RIOT vs AEE
+191.1%
+294.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -1.5% | -0.8% | -0.7% | -1.3% |
| 30D | +5.7% | -2.9% | +8.6% | +6.4% |
| 3M | -17.9% | -2.4% | -15.5% | -17.4% |
| 6M | +45.0% | -2.7% | +47.7% | +45.5% |
| YTD | +69.5% | +7.3% | +62.2% | +66.0% |
| 1Y | +37.2% | +7.5% | +29.6% | +34.3% |
| 3Y | +111.7% | +46.2% | +65.5% | +91.9% |
| 5Y | -27.5% | +39.7% | -67.2% | -33.9% |
| All | +485.8% | +191.1% | +294.6% | +377.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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