+485.8%
RIOT vs BTI
+73.8%
+412.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.2% |
| 7D | -1.5% | -0.2% | -1.3% | -1.5% |
| 30D | +5.7% | -1.1% | +6.7% | +5.8% |
| 3M | -17.9% | -8.8% | -9.1% | -16.0% |
| 6M | +45.0% | -4.0% | +48.9% | +44.7% |
| YTD | +69.5% | +0.4% | +69.1% | +66.5% |
| 1Y | +37.2% | +1.9% | +35.3% | +33.8% |
| 3Y | +111.7% | +108.5% | +3.2% | +49.0% |
| 5Y | -27.5% | +118.5% | -146.0% | -50.2% |
| All | +485.8% | +73.8% | +412.0% | +307.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling