-26.7%
RIOT vs SOXQ
+258.1%
-284.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +0.3% |
| 7D | -1.5% | +0.8% | -2.3% | -2.3% |
| 30D | +5.7% | -4.6% | +10.2% | +12.3% |
| 3M | -17.9% | -10.2% | -7.7% | -8.0% |
| 6M | +45.0% | +49.7% | -4.7% | -15.4% |
| YTD | +69.5% | +67.2% | +2.2% | -12.5% |
| 1Y | +37.2% | +98.0% | -60.8% | -42.5% |
| 3Y | +111.7% | +237.2% | -125.4% | -60.0% |
| All | -26.7% | +258.1% | -284.8% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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