+770.1%
RIOT vs TROW
+113.1%
+657.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -4.9% |
| 7D | -0.9% | -3.0% | +2.1% | +2.4% |
| 30D | +3.5% | -5.5% | +9.0% | +10.3% |
| 3M | -13.0% | +2.3% | -15.3% | -15.7% |
| 6M | +43.1% | +23.9% | +19.2% | +13.6% |
| YTD | +65.4% | +7.9% | +57.5% | +52.6% |
| 1Y | +27.7% | +6.1% | +21.6% | +20.3% |
| 3Y | +91.3% | +13.8% | +77.5% | +73.3% |
| 5Y | -29.3% | -38.2% | +8.9% | +21.1% |
| 10Y | +496.3% | +131.3% | +365.0% | +295.1% |
| All | +770.1% | +113.1% | +657.0% | +488.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling