+103.3%
RIOT vs ROIV
+253.6%
-150.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +18.8% | -16.6% | -7.4% |
| 7D | +25.1% | +20.2% | +5.0% | +12.8% |
| 30D | +8.5% | +14.1% | -5.7% | +0.5% |
| 3M | -13.4% | +45.6% | -58.9% | -29.2% |
| 6M | +57.1% | +44.1% | +13.0% | +28.3% |
| YTD | +75.7% | +91.2% | -15.5% | +25.0% |
| 1Y | +65.6% | +221.3% | -155.7% | -6.7% |
| 3Y | +103.3% | +229.2% | -125.9% | +4.4% |
| All | +103.3% | +253.6% | -150.3% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling