+770.1%
RIOT vs AZN
+275.6%
+494.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.7% | -6.8% | -5.7% |
| 7D | -0.9% | -3.1% | +2.2% | +0.2% |
| 30D | +3.5% | +0.6% | +2.9% | +3.3% |
| 3M | -13.0% | -10.8% | -2.2% | -10.0% |
| 6M | +43.1% | -18.1% | +61.2% | +53.3% |
| YTD | +65.4% | -12.3% | +77.6% | +72.1% |
| 1Y | +27.7% | -0.2% | +27.9% | +25.2% |
| 3Y | +91.3% | +23.4% | +68.0% | +66.5% |
| 5Y | -29.3% | +56.4% | -85.6% | -46.0% |
| 10Y | +496.3% | +225.7% | +270.6% | +272.6% |
| All | +770.1% | +275.6% | +494.5% | +453.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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