+77.5%
RIOT vs ROIV
+276.5%
-199.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.3% |
| 7D | +4.8% | +1.7% | +3.2% | +4.3% |
| 30D | +16.0% | +17.6% | -1.6% | +10.0% |
| 3M | -8.8% | +9.0% | -17.8% | -11.8% |
| 6M | -29.7% | +35.3% | -65.0% | -37.1% |
| YTD | +38.3% | +82.2% | -43.9% | +12.5% |
| 1Y | +26.2% | +92.3% | -66.0% | +0.8% |
| 3Y | +79.0% | +336.8% | -257.8% | +10.7% |
| 5Y | -60.4% | +370.6% | -430.9% | -80.5% |
| All | +77.5% | +276.5% | -199.0% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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