-26.7%
RIOT vs HAS
+10.2%
-36.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +4.0% |
| 7D | +25.1% | -3.1% | +28.2% | +28.1% |
| 30D | +8.5% | -2.7% | +11.2% | +10.5% |
| 3M | -13.4% | +8.9% | -22.3% | -20.0% |
| 6M | +57.1% | -2.9% | +60.1% | +57.2% |
| YTD | +75.7% | +12.6% | +63.1% | +53.2% |
| 1Y | +65.6% | +17.5% | +48.2% | +38.3% |
| 3Y | +103.3% | +46.2% | +57.1% | +34.0% |
| 5Y | -26.7% | +12.6% | -39.3% | -21.0% |
| All | -26.7% | +10.2% | -36.9% | -21.0% |
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