+83.2%
RIOT vs ROIV
+292.3%
-209.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +1.9% |
| 7D | +29.0% | +14.3% | +14.7% | +23.3% |
| 30D | +7.1% | +16.2% | -9.1% | +1.8% |
| 3M | -6.8% | +15.1% | -21.9% | -11.7% |
| 6M | -24.9% | +44.2% | -69.1% | -34.4% |
| YTD | +42.7% | +89.8% | -47.1% | +14.4% |
| 1Y | +4.4% | +94.6% | -90.2% | -17.0% |
| 3Y | +74.5% | +367.5% | -293.0% | +5.6% |
| 5Y | -50.5% | +421.4% | -471.8% | -76.2% |
| All | +83.2% | +292.3% | -209.1% | +21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling