+65.7%
RIOT vs RRX
+14.9%
+50.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +3.0% | +3.0% |
| 7D | +14.8% | +3.4% | +11.3% | +12.5% |
| 30D | +1.4% | -11.1% | +12.5% | +9.3% |
| 3M | -20.6% | -23.7% | +3.1% | -7.2% |
| 6M | +31.9% | -22.0% | +53.9% | +48.3% |
| YTD | +72.1% | +16.5% | +55.6% | +60.2% |
| 1Y | +65.7% | +11.5% | +54.1% | +62.5% |
| All | +65.7% | +14.9% | +50.8% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling