+805.4%
RIOT vs CASY
+615.3%
+190.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +14.8% | +0.1% | +14.7% | +14.7% |
| 30D | +1.4% | -11.3% | +12.7% | +5.9% |
| 3M | -20.6% | -0.6% | -20.0% | -22.9% |
| 6M | +31.9% | +10.7% | +21.2% | +22.4% |
| YTD | +72.1% | +37.1% | +34.9% | +45.4% |
| 1Y | +65.7% | +52.3% | +13.4% | +33.0% |
| 3Y | +97.5% | +215.2% | -117.7% | +17.3% |
| 5Y | -36.7% | +276.5% | -313.2% | -65.0% |
| 10Y | +550.1% | +508.4% | +41.8% | +241.3% |
| All | +805.4% | +615.3% | +190.1% | +388.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling