+37.2%
RIOT vs HAL
+62.9%
-25.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.5% |
| 7D | -1.5% | -3.3% | +1.8% | -1.3% |
| 30D | +5.7% | +8.2% | -2.5% | +5.0% |
| 3M | -17.9% | -9.4% | -8.4% | -16.8% |
| 6M | +45.0% | +0.6% | +44.3% | +40.4% |
| YTD | +69.5% | +28.6% | +40.9% | +53.2% |
| 1Y | +37.2% | +63.9% | -26.7% | +27.2% |
| All | +37.2% | +62.9% | -25.7% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling