+98.5%
RIOT vs AXP
+110.9%
-12.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +4.5% |
| 7D | +14.8% | -2.1% | +16.9% | +17.9% |
| 30D | +1.4% | -6.5% | +7.9% | +9.6% |
| 3M | -20.6% | +4.6% | -25.3% | -26.4% |
| 6M | +31.9% | +5.4% | +26.5% | +21.5% |
| YTD | +72.1% | -11.1% | +83.2% | +93.1% |
| 1Y | +65.7% | -0.3% | +66.0% | +56.6% |
| All | +98.5% | +110.9% | -12.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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