+619.6%
RIOT vs IOVA
+0.8%
+618.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.2% |
| 7D | +4.8% | -3.5% | +8.3% | +5.7% |
| 30D | +16.0% | -45.4% | +61.4% | +32.1% |
| 3M | -8.8% | +19.0% | -27.8% | -15.6% |
| 6M | -29.7% | +112.0% | -141.7% | -45.8% |
| YTD | +38.3% | +184.2% | -146.0% | -4.1% |
| 1Y | +26.2% | +222.0% | -195.8% | -15.8% |
| 3Y | +79.0% | +92.6% | -13.6% | +7.3% |
| 5Y | -60.4% | -63.2% | +2.8% | -67.4% |
| All | +619.6% | +0.8% | +618.9% | +395.0% |
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