+65.7%
RIOT vs AZO
-28.9%
+94.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +3.2% |
| 7D | +14.8% | +0.7% | +14.1% | +14.9% |
| 30D | +1.4% | -2.7% | +4.1% | +0.9% |
| 3M | -20.6% | -3.2% | -17.4% | -20.9% |
| 6M | +31.9% | -19.7% | +51.6% | +33.8% |
| YTD | +72.1% | -12.0% | +84.1% | +84.5% |
| 1Y | +65.7% | -29.5% | +95.2% | +73.9% |
| All | +65.7% | -28.9% | +94.5% | +73.9% |
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