+123.6%
RIOT vs ROIV
+298.2%
-174.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -1.1% |
| 7D | +18.4% | +22.3% | -3.9% | +9.6% |
| 30D | +13.8% | +16.9% | -3.1% | +7.0% |
| 3M | -12.7% | +43.9% | -56.7% | -23.6% |
| 6M | +50.1% | +41.6% | +8.6% | +32.0% |
| YTD | +74.2% | +92.7% | -18.5% | +38.5% |
| 1Y | +45.1% | +210.2% | -165.1% | -1.4% |
| 3Y | +101.6% | +231.8% | -130.3% | +31.4% |
| 5Y | -29.6% | +319.8% | -349.4% | -61.3% |
| All | +123.6% | +298.2% | -174.6% | +46.8% |
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