+824.5%
RIOT vs RIO
+691.9%
+132.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.6% |
| 7D | +25.1% | +1.9% | +23.2% | +23.1% |
| 30D | +8.5% | +5.0% | +3.5% | +4.1% |
| 3M | -13.4% | +5.1% | -18.5% | -17.0% |
| 6M | +57.1% | +17.6% | +39.5% | +37.9% |
| YTD | +75.7% | +36.3% | +39.4% | +36.9% |
| 1Y | +65.6% | +71.2% | -5.6% | +5.4% |
| 3Y | +103.3% | +102.7% | +0.6% | +9.1% |
| 5Y | -26.7% | +99.6% | -126.3% | -60.3% |
| 10Y | +527.2% | +603.1% | -75.9% | +72.0% |
| All | +824.5% | +691.9% | +132.6% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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