+543.3%
RIOT vs CSGP
+44.3%
+499.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.6% | +4.5% |
| 7D | +14.8% | -4.1% | +18.9% | +17.6% |
| 30D | +1.4% | +2.3% | -0.9% | -1.9% |
| 3M | -20.6% | -8.2% | -12.5% | -20.4% |
| 6M | +31.9% | -35.1% | +66.9% | +63.3% |
| YTD | +72.1% | -54.0% | +126.1% | +162.8% |
| 1Y | +65.7% | -65.3% | +131.0% | +206.5% |
| 3Y | +97.5% | -62.6% | +160.0% | +236.5% |
| 5Y | -36.7% | -64.8% | +28.1% | +12.1% |
| All | +543.3% | +44.3% | +499.1% | +910.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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