+824.5%
RIOT vs AEE
+191.4%
+633.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.2% | +1.9% |
| 7D | +25.1% | +1.3% | +23.8% | +24.8% |
| 30D | +8.5% | -1.2% | +9.7% | +8.8% |
| 3M | -13.4% | +1.0% | -14.4% | -13.6% |
| 6M | +57.1% | -2.3% | +59.4% | +57.5% |
| YTD | +75.7% | +9.1% | +66.6% | +71.7% |
| 1Y | +65.6% | +10.6% | +55.1% | +61.4% |
| 3Y | +103.3% | +48.5% | +54.8% | +84.9% |
| 5Y | -26.7% | +39.9% | -66.6% | -32.8% |
| 10Y | +527.2% | +185.7% | +341.5% | +476.5% |
| All | +824.5% | +191.4% | +633.1% | +763.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling