+650.9%
RIOT vs HAS
+120.0%
+530.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.0% |
| 7D | +29.0% | +3.3% | +25.7% | +26.9% |
| 30D | +7.1% | +30.5% | -23.5% | -8.0% |
| 3M | -6.8% | +29.9% | -36.7% | -20.2% |
| 6M | -24.9% | +26.5% | -51.5% | -35.6% |
| YTD | +42.7% | +51.9% | -9.2% | +9.9% |
| 1Y | +4.4% | +60.9% | -56.5% | -22.3% |
| 3Y | +74.5% | +215.0% | -140.5% | -12.2% |
| 5Y | -50.5% | +51.5% | -102.0% | -62.9% |
| 10Y | +685.8% | +102.2% | +583.6% | +385.4% |
| All | +650.9% | +120.0% | +530.9% | +383.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling