+805.4%
RIOT vs RMD
+353.2%
+452.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.3% |
| 7D | +14.8% | -5.0% | +19.8% | +17.8% |
| 30D | +1.4% | +2.2% | -0.8% | 0.0% |
| 3M | -20.6% | +17.8% | -38.5% | -28.7% |
| 6M | +31.9% | -11.3% | +43.2% | +37.7% |
| YTD | +72.1% | -4.4% | +76.5% | +71.6% |
| 1Y | +65.7% | -15.7% | +81.4% | +76.3% |
| 3Y | +97.5% | +47.7% | +49.7% | +47.8% |
| 5Y | -36.7% | -19.2% | -17.5% | -35.1% |
| 10Y | +550.1% | +280.4% | +269.8% | +438.6% |
| All | +805.4% | +353.2% | +452.2% | +650.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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