+485.8%
RIOT vs TROW
+130.0%
+355.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +3.8% |
| 7D | -1.5% | -3.2% | +1.7% | +2.0% |
| 30D | +5.7% | -4.6% | +10.3% | +11.6% |
| 3M | -17.9% | -0.7% | -17.2% | -18.1% |
| 6M | +45.0% | +22.2% | +22.8% | +16.3% |
| YTD | +69.5% | +6.6% | +62.8% | +58.1% |
| 1Y | +37.2% | +5.8% | +31.4% | +29.3% |
| 3Y | +111.7% | +11.6% | +100.1% | +95.3% |
| 5Y | -27.5% | -38.9% | +11.4% | +26.8% |
| All | +485.8% | +130.0% | +355.7% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 10y: compounded portfolio wealth divided by compounded TROW 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…
10y analysis · Full analysis span regression · 6 months rolling