+485.8%
RIOT vs XYZ
+610.4%
-124.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | -1.5% | -4.3% | +2.8% | +1.5% |
| 30D | +5.7% | +1.2% | +4.5% | +4.0% |
| 3M | -17.9% | +14.6% | -32.5% | -27.2% |
| 6M | +45.0% | +22.6% | +22.4% | +22.2% |
| YTD | +69.5% | +21.7% | +47.8% | +40.2% |
| 1Y | +37.2% | +6.7% | +30.5% | +24.7% |
| 3Y | +111.7% | +46.8% | +64.9% | +43.6% |
| 5Y | -27.5% | -68.0% | +40.5% | +36.8% |
| All | +485.8% | +610.4% | -124.6% | +328.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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