+485.8%
RIOT vs DUK
+129.4%
+356.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.4% | +2.5% |
| 7D | -1.5% | -0.7% | -0.8% | -1.5% |
| 30D | +5.7% | -2.4% | +8.1% | +5.9% |
| 3M | -17.9% | -3.0% | -14.9% | -17.8% |
| 6M | +45.0% | -6.6% | +51.5% | +45.5% |
| YTD | +69.5% | +4.6% | +64.9% | +67.9% |
| 1Y | +37.2% | +1.2% | +36.0% | +36.4% |
| 3Y | +111.7% | +45.7% | +66.1% | +94.4% |
| 5Y | -27.5% | +40.3% | -67.8% | -33.5% |
| All | +485.8% | +129.4% | +356.4% | +515.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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