-20.3%
RIOT vs AZO
-7.5%
-12.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.9% | +5.7% | +10.3% |
| 7D | +6.4% | +5.3% | +1.0% | +7.3% |
| 30D | -20.4% | +18.4% | -38.9% | -18.6% |
| 3M | -28.7% | +9.8% | -38.5% | -27.6% |
| 6M | -17.7% | -4.5% | -13.2% | -12.9% |
| YTD | +21.3% | -1.9% | +23.3% | +34.7% |
| 1Y | -20.3% | -9.5% | -10.7% | -15.1% |
| All | -20.3% | -7.5% | -12.8% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling