+485.8%
RIOT vs MKC
+29.9%
+455.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.1% | +2.4% |
| 7D | -1.5% | -1.5% | -0.1% | -1.4% |
| 30D | +5.7% | -3.1% | +8.8% | +5.8% |
| 3M | -17.9% | +5.2% | -23.1% | -19.1% |
| 6M | +45.0% | -12.8% | +57.8% | +47.2% |
| YTD | +69.5% | -23.3% | +92.7% | +75.4% |
| 1Y | +37.2% | -24.1% | +61.3% | +41.8% |
| 3Y | +111.7% | -32.1% | +143.8% | +121.3% |
| 5Y | -27.5% | -32.8% | +5.3% | -25.0% |
| All | +485.8% | +29.9% | +455.9% | +700.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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