+13.0%
APH vs BITO
-34.3%
+47.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.3% | +4.7% | +1.5% |
| 7D | +11.1% | -6.3% | +17.5% | +12.9% |
| 30D | -7.3% | -14.6% | +7.3% | -3.4% |
| 3M | -6.2% | +11.4% | -17.6% | -8.4% |
| 6M | +24.9% | -13.3% | +38.2% | +29.9% |
| YTD | +18.4% | -20.9% | +39.4% | +22.9% |
| 1Y | +13.0% | -32.1% | +45.1% | +22.7% |
| All | +13.0% | -34.3% | +47.3% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling