+805.4%
RIOT vs EXC
+149.2%
+656.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.5% |
| 7D | +14.8% | +0.3% | +14.5% | +14.7% |
| 30D | +1.4% | -3.7% | +5.1% | +3.0% |
| 3M | -20.6% | -1.3% | -19.4% | -20.9% |
| 6M | +31.9% | -9.7% | +41.6% | +35.8% |
| YTD | +72.1% | +2.9% | +69.2% | +66.8% |
| 1Y | +65.7% | +4.4% | +61.3% | +59.8% |
| 3Y | +97.5% | +22.2% | +75.3% | +71.1% |
| 5Y | -36.7% | +46.7% | -83.4% | -50.5% |
| 10Y | +550.1% | +155.3% | +394.8% | +318.7% |
| All | +805.4% | +149.2% | +656.1% | +474.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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