+805.4%
RIOT vs IBB
+156.1%
+649.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +4.3% |
| 7D | +14.8% | +1.4% | +13.4% | +12.5% |
| 30D | +1.4% | +10.5% | -9.1% | -12.7% |
| 3M | -20.6% | +23.6% | -44.3% | -41.9% |
| 6M | +31.9% | +22.6% | +9.3% | -1.2% |
| YTD | +72.1% | +25.7% | +46.4% | +25.3% |
| 1Y | +65.7% | +51.4% | +14.3% | -7.1% |
| 3Y | +97.5% | +64.4% | +33.1% | +3.1% |
| 5Y | -36.7% | +22.1% | -58.8% | -47.6% |
| 10Y | +550.1% | +132.5% | +417.7% | +280.8% |
| All | +805.4% | +156.1% | +649.3% | +438.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling