+131.6%
RIOT vs AMRZ
-20.1%
+151.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | -1.5% | -7.5% | +6.0% | +3.2% |
| 30D | +5.7% | -12.4% | +18.1% | +14.2% |
| 3M | -17.9% | -22.4% | +4.5% | -4.6% |
| 6M | +45.0% | -29.5% | +74.5% | +77.8% |
| YTD | +69.5% | -24.1% | +93.6% | +103.3% |
| 1Y | +37.2% | -26.3% | +63.4% | +58.2% |
| All | +131.6% | -20.1% | +151.7% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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