+111.7%
RIOT vs KVUE
-9.0%
+120.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.5% | +2.5% |
| 7D | -1.5% | -5.1% | +3.6% | -0.8% |
| 30D | +5.7% | -6.3% | +12.0% | +6.6% |
| 3M | -17.9% | -0.5% | -17.4% | -18.5% |
| 6M | +45.0% | +3.1% | +41.9% | +42.6% |
| YTD | +69.5% | +6.7% | +62.8% | +65.5% |
| 1Y | +37.2% | -1.1% | +38.3% | +34.3% |
| 3Y | +111.7% | -8.7% | +120.5% | +112.4% |
| All | +111.7% | -9.0% | +120.7% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling