+670.6%
RIOT vs KEY
+107.2%
+563.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.8% |
| 7D | +18.9% | -0.5% | +19.4% | +19.3% |
| 30D | +11.0% | +6.7% | +4.3% | +6.5% |
| 3M | -9.7% | -4.6% | -5.1% | -7.7% |
| 6M | -27.9% | +2.6% | -30.4% | -29.5% |
| YTD | +44.3% | +7.0% | +37.3% | +38.2% |
| 1Y | +13.3% | +23.5% | -10.2% | -0.3% |
| 3Y | +76.4% | +126.4% | -49.9% | +17.9% |
| 5Y | -53.8% | +13.0% | -66.8% | -57.2% |
| 10Y | +670.6% | +99.5% | +571.1% | +342.5% |
| All | +670.6% | +107.2% | +563.4% | +342.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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