+485.8%
RIOT vs KMI
+136.8%
+349.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | -1.5% | -1.7% | +0.2% | -0.2% |
| 30D | +5.7% | -2.7% | +8.4% | +7.1% |
| 3M | -17.9% | -0.7% | -17.2% | -18.7% |
| 6M | +45.0% | -5.0% | +49.9% | +46.4% |
| YTD | +69.5% | +15.5% | +54.0% | +46.3% |
| 1Y | +37.2% | +16.4% | +20.8% | +16.8% |
| 3Y | +111.7% | +114.2% | -2.4% | +14.1% |
| 5Y | -27.5% | +153.3% | -180.8% | -64.4% |
| All | +485.8% | +136.8% | +349.0% | +148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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