+1,537.1%
SOXX vs RIOT
+527.0%
+1,010.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.6% | +1.6% |
| 7D | +1.4% | -1.5% | +2.9% | +1.6% |
| 30D | -3.6% | +5.7% | -9.2% | -4.4% |
| 3M | -10.2% | -17.9% | +7.7% | -8.7% |
| 6M | +54.2% | +45.0% | +9.3% | +47.3% |
| YTD | +75.2% | +69.5% | +5.8% | +63.6% |
| 1Y | +107.5% | +37.2% | +70.3% | +96.7% |
| 3Y | +226.8% | +111.7% | +115.0% | +179.9% |
| 5Y | +251.2% | -27.5% | +278.7% | +203.7% |
| All | +1,537.1% | +527.0% | +1,010.1% | +1,024.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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