+43.4%
XLK vs RIOT
+63.2%
-19.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | +0.2% |
| 7D | +0.9% | +14.8% | -13.9% | -1.7% |
| 30D | +0.7% | +1.4% | -0.7% | 0.0% |
| 3M | -2.9% | -20.6% | +17.7% | -0.6% |
| 6M | +34.3% | +31.9% | +2.4% | +25.8% |
| YTD | +30.4% | +72.1% | -41.7% | +17.0% |
| 1Y | +43.4% | +65.7% | -22.3% | +33.9% |
| All | +43.4% | +63.2% | -19.9% | +33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling