+51.8%
RIOT vs AXP
+117.6%
-65.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -1.2% | +14.4% | +14.6% |
| 7D | +30.4% | +0.6% | +29.9% | +28.9% |
| 30D | -9.9% | +5.8% | -15.7% | -16.3% |
| 3M | -21.2% | -6.0% | -15.2% | -16.6% |
| 6M | -29.5% | +0.3% | -29.8% | -32.3% |
| YTD | +31.9% | -12.3% | +44.1% | +48.4% |
| 1Y | -3.6% | -11.2% | +7.6% | +6.3% |
| 3Y | +51.8% | +117.0% | -65.3% | -57.1% |
| All | +51.8% | +117.6% | -65.8% | -57.1% |
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