-55.7%
RIOT vs ROIV
+433.0%
-488.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.6% | +1.1% | +3.9% |
| 7D | +49.2% | +13.3% | +35.8% | +42.6% |
| 30D | +4.6% | +14.8% | -10.2% | -0.5% |
| 3M | -13.9% | +11.9% | -25.9% | -17.9% |
| 6M | -26.7% | +42.4% | -69.1% | -36.3% |
| YTD | +39.4% | +87.4% | -48.0% | +10.1% |
| 1Y | +3.8% | +97.2% | -93.4% | -19.5% |
| 3Y | +73.0% | +375.7% | -302.7% | -0.5% |
| 5Y | -55.7% | +379.0% | -434.7% | -81.2% |
| All | -55.7% | +433.0% | -488.7% | -81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling