+816.6%
RIOT vs KRE
+150.5%
+666.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | +0.1% |
| 7D | +18.4% | -1.1% | +19.5% | +19.5% |
| 30D | +13.8% | -3.4% | +17.2% | +16.9% |
| 3M | -12.7% | +3.7% | -16.5% | -15.8% |
| 6M | +50.1% | +14.8% | +35.4% | +34.0% |
| YTD | +74.2% | +14.7% | +59.5% | +54.8% |
| 1Y | +45.1% | +16.0% | +29.1% | +27.8% |
| 3Y | +101.6% | +84.3% | +17.3% | +35.1% |
| 5Y | -29.6% | +30.9% | -60.5% | -37.3% |
| 10Y | +528.1% | +122.0% | +406.2% | +321.6% |
| All | +816.6% | +150.5% | +666.1% | +561.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 all: compounded portfolio wealth divided by compounded KRE 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…
all analysis · Full analysis span regression · 6 months rolling