-26.7%
RIOT vs POET
-6.5%
-20.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +1.6% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | +5.7% | -10.4% | +16.0% | +7.7% |
| 3M | -17.9% | -29.3% | +11.5% | -13.5% |
| 6M | +45.0% | +6.9% | +38.1% | +28.7% |
| YTD | +69.5% | +25.6% | +43.9% | +45.6% |
| 1Y | +37.2% | +49.2% | -12.0% | +12.5% |
| 3Y | +111.7% | +128.4% | -16.7% | +50.1% |
| All | -26.7% | -6.5% | -20.3% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 5y: compounded portfolio wealth divided by compounded POET 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…
5y analysis · Full analysis span regression · 6 months rolling