-26.7%
RIOT vs IBB
+20.0%
-46.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +5.9% |
| 7D | +25.1% | -1.7% | +26.8% | +28.6% |
| 30D | +8.5% | +4.9% | +3.6% | -2.0% |
| 3M | -13.4% | +24.2% | -37.6% | -43.6% |
| 6M | +57.1% | +23.8% | +33.3% | +3.8% |
| YTD | +75.7% | +23.0% | +52.7% | +18.3% |
| 1Y | +65.6% | +46.2% | +19.5% | -20.0% |
| 3Y | +103.3% | +64.8% | +38.5% | -21.3% |
| 5Y | -26.7% | +20.9% | -47.7% | -43.6% |
| All | -26.7% | +20.0% | -46.7% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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