-26.7%
RIOT vs ZBRA
-40.4%
+13.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.6% | +1.1% |
| 7D | -1.5% | -3.4% | +1.9% | +1.0% |
| 30D | +5.7% | -7.4% | +13.1% | +11.9% |
| 3M | -17.9% | +57.5% | -75.4% | -46.5% |
| 6M | +45.0% | +64.0% | -19.0% | -10.3% |
| YTD | +69.5% | +44.3% | +25.2% | +13.5% |
| 1Y | +37.2% | +10.9% | +26.3% | +15.5% |
| 3Y | +111.7% | +37.5% | +74.2% | +37.2% |
| All | -26.7% | -40.4% | +13.7% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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