+148.7%
XLK vs RIOT
-26.7%
+175.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +1.0% |
| 7D | +0.2% | -1.5% | +1.7% | +0.4% |
| 30D | -0.6% | +5.7% | -6.3% | -1.8% |
| 3M | +2.6% | -17.9% | +20.4% | +4.2% |
| 6M | +34.0% | +45.0% | -11.0% | +25.0% |
| YTD | +30.7% | +69.5% | -38.8% | +18.1% |
| 1Y | +39.2% | +37.2% | +2.0% | +28.0% |
| 3Y | +120.4% | +111.7% | +8.7% | +72.7% |
| All | +148.7% | -26.7% | +175.4% | +94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling