+347.4%
APH vs BITO
-8.3%
+355.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +1.4% | -3.4% | +4.8% | +2.0% |
| 30D | -1.2% | +21.4% | -22.7% | -4.6% |
| 3M | +10.3% | +20.5% | -10.2% | +6.5% |
| 6M | +25.2% | +7.4% | +17.8% | +23.1% |
| YTD | +24.6% | -13.9% | +38.5% | +26.5% |
| 1Y | +41.4% | -35.1% | +76.5% | +49.8% |
| 3Y | +297.8% | +156.8% | +141.0% | +226.3% |
| All | +347.4% | -8.3% | +355.7% | +308.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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