+106.6%
RIOT vs AEE
+46.3%
+60.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.2% | -3.9% | -4.7% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | +3.5% | -2.0% | +5.5% | +4.1% |
| 3M | -13.0% | -2.8% | -10.2% | -12.3% |
| 6M | +43.1% | -3.6% | +46.7% | +44.2% |
| YTD | +65.4% | +7.3% | +58.0% | +60.0% |
| 1Y | +27.7% | +8.7% | +19.0% | +23.2% |
| All | +106.6% | +46.3% | +60.3% | +70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling