+85.2%
RIOT vs ROIV
+298.6%
-213.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.5% |
| 7D | +18.9% | +9.5% | +9.5% | +15.3% |
| 30D | +11.0% | +21.0% | -10.0% | +4.0% |
| 3M | -9.7% | +18.7% | -28.4% | -15.3% |
| 6M | -27.9% | +44.5% | -72.4% | -37.0% |
| YTD | +44.3% | +92.9% | -48.6% | +15.0% |
| 1Y | +13.3% | +100.2% | -87.0% | -10.9% |
| 3Y | +76.4% | +375.0% | -298.6% | +6.1% |
| 5Y | -53.8% | +435.2% | -488.9% | -77.9% |
| All | +85.2% | +298.6% | -213.4% | +21.8% |
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 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