-58.4%
RIOT vs IBB
+39.3%
-97.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.0% |
| 7D | +4.8% | -0.5% | +5.4% | +5.8% |
| 30D | +16.0% | +4.6% | +11.5% | +8.5% |
| 3M | -8.8% | +6.8% | -15.6% | -19.9% |
| 6M | -29.7% | +23.1% | -52.8% | -53.3% |
| YTD | +38.3% | +26.0% | +12.3% | -10.7% |
| 1Y | +26.2% | +30.4% | -4.1% | -23.3% |
| 3Y | +79.0% | +85.4% | -6.5% | -46.0% |
| All | -58.4% | +39.3% | -97.7% | -77.1% |
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