+770.1%
RIOT vs KWEB
-13.7%
+783.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.4% | -3.7% | -4.1% |
| 7D | -0.9% | -4.3% | +3.4% | +2.1% |
| 30D | +3.5% | -13.0% | +16.5% | +13.6% |
| 3M | -13.0% | -7.6% | -5.4% | -9.6% |
| 6M | +43.1% | -21.1% | +64.2% | +66.9% |
| YTD | +65.4% | -28.2% | +93.6% | +107.2% |
| 1Y | +27.7% | -34.9% | +62.6% | +72.4% |
| 3Y | +91.3% | -0.8% | +92.1% | +80.1% |
| 5Y | -29.3% | -43.6% | +14.3% | -2.4% |
| 10Y | +496.3% | -21.7% | +517.9% | +779.5% |
| All | +770.1% | -13.7% | +783.8% | +1,081.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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