-55.7%
RIOT vs HAS
+51.1%
-106.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +4.4% |
| 7D | +49.2% | +2.2% | +47.0% | +47.0% |
| 30D | +4.6% | +29.6% | -25.0% | -15.0% |
| 3M | -13.9% | +30.3% | -44.2% | -31.0% |
| 6M | -26.7% | +25.6% | -52.3% | -40.7% |
| YTD | +39.4% | +50.8% | -11.4% | -4.8% |
| 1Y | +3.8% | +63.0% | -59.2% | -33.9% |
| 3Y | +73.0% | +211.6% | -138.6% | -45.6% |
| 5Y | -55.7% | +50.4% | -106.1% | -62.3% |
| All | -55.7% | +51.1% | -106.8% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling