+528.1%
RIOT vs CASY
+468.0%
+60.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -14.2% | +13.4% | +4.9% |
| 7D | +18.4% | -16.5% | +35.0% | +26.7% |
| 30D | +13.8% | -26.4% | +40.1% | +27.7% |
| 3M | -12.7% | -17.3% | +4.5% | -9.3% |
| 6M | +50.1% | -5.2% | +55.3% | +46.6% |
| YTD | +74.2% | +14.1% | +60.1% | +56.3% |
| 1Y | +45.1% | +16.6% | +28.5% | +28.1% |
| 3Y | +101.6% | +163.7% | -62.2% | +24.0% |
| 5Y | -29.6% | +231.3% | -260.9% | -60.6% |
| 10Y | +528.1% | +462.9% | +65.2% | +254.7% |
| All | +528.1% | +468.0% | +60.1% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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