-26.7%
RIOT vs IDXX
-26.5%
-0.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.8% | +2.8% |
| 7D | -1.5% | -5.7% | +4.2% | +3.4% |
| 30D | +5.7% | -11.5% | +17.2% | +16.0% |
| 3M | -17.9% | -9.5% | -8.3% | -14.2% |
| 6M | +45.0% | -16.0% | +60.9% | +62.7% |
| YTD | +69.5% | -25.4% | +94.9% | +111.5% |
| 1Y | +37.2% | -21.8% | +59.0% | +62.0% |
| 3Y | +111.7% | +7.0% | +104.7% | +61.8% |
| All | -26.7% | -26.5% | -0.2% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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