-29.3%
RIOT vs AEIS
+219.6%
-248.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -0.9% | -1.4% |
| 7D | -0.9% | -0.2% | -0.7% | -0.7% |
| 30D | +3.5% | -16.4% | +19.9% | +20.8% |
| 3M | -13.0% | -11.1% | -1.9% | -8.1% |
| 6M | +43.1% | -12.0% | +55.1% | +47.3% |
| YTD | +65.4% | +30.9% | +34.5% | +11.6% |
| 1Y | +27.7% | +74.3% | -46.6% | -38.0% |
| 3Y | +91.3% | +165.2% | -73.9% | -43.1% |
| 5Y | -29.3% | +220.0% | -249.3% | -83.6% |
| All | -29.3% | +219.6% | -248.8% | -83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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