+471.6%
RIOT vs IOVA
+3.8%
+467.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.4% | -1.6% | -4.2% |
| 7D | -0.9% | -6.4% | +5.5% | +0.7% |
| 30D | +3.5% | +25.4% | -21.9% | -2.1% |
| 3M | -13.0% | +115.3% | -128.3% | -30.3% |
| 6M | +43.1% | +56.5% | -13.4% | +21.7% |
| YTD | +65.4% | +198.2% | -132.8% | +17.1% |
| 1Y | +27.7% | +242.0% | -214.3% | -15.0% |
| 3Y | +91.3% | +36.8% | +54.5% | +28.4% |
| 5Y | -29.3% | -64.3% | +35.0% | -39.8% |
| All | +471.6% | +3.8% | +467.8% | +371.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling