+485.8%
RIOT vs MCK
+442.8%
+43.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | -1.5% | -2.9% | +1.4% | -1.1% |
| 30D | +5.7% | +0.4% | +5.2% | +5.5% |
| 3M | -17.9% | +12.1% | -30.0% | -19.8% |
| 6M | +45.0% | -5.4% | +50.4% | +45.9% |
| YTD | +69.5% | +7.8% | +61.7% | +64.6% |
| 1Y | +37.2% | +22.9% | +14.2% | +29.1% |
| 3Y | +111.7% | +110.7% | +1.0% | +66.2% |
| 5Y | -27.5% | +346.2% | -373.7% | -54.7% |
| All | +485.8% | +442.8% | +43.0% | +297.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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