+791.7%
RIOT vs IBKR
+904.3%
-112.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.3% | +0.5% |
| 7D | -1.5% | -1.3% | -0.2% | -0.3% |
| 30D | +5.7% | -0.2% | +5.9% | +5.8% |
| 3M | -17.9% | +3.0% | -20.8% | -20.5% |
| 6M | +45.0% | +33.9% | +11.1% | +11.5% |
| YTD | +69.5% | +42.5% | +27.0% | +24.7% |
| 1Y | +37.2% | +44.9% | -7.7% | +0.1% |
| 3Y | +111.7% | +293.0% | -181.3% | -34.6% |
| 5Y | -27.5% | +497.7% | -525.2% | -84.1% |
| 10Y | +511.1% | +1,004.4% | -493.3% | +7.6% |
| All | +791.7% | +904.3% | -112.6% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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