-32.5%
RIOT vs SOXQ
+279.9%
-312.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.6% | -2.4% | -1.8% |
| 7D | -0.9% | +2.3% | -3.2% | -3.6% |
| 30D | +3.5% | -3.9% | +7.4% | +9.0% |
| 3M | -13.0% | -4.7% | -8.3% | -9.6% |
| 6M | +43.1% | +47.9% | -4.8% | -15.2% |
| YTD | +65.4% | +64.3% | +1.0% | -12.8% |
| 1Y | +27.7% | +95.7% | -68.0% | -45.7% |
| 3Y | +91.3% | +231.5% | -140.2% | -63.0% |
| 5Y | -29.3% | +255.0% | -284.3% | -86.2% |
| All | -32.5% | +279.9% | -312.4% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling