+333.6%
APH vs BITO
-7.1%
+340.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +1.6% | +1.1% | +0.6% | +1.4% |
| 30D | -3.0% | +21.8% | -24.8% | -6.4% |
| 3M | +5.7% | +25.0% | -19.3% | +1.5% |
| 6M | +20.0% | +11.3% | +8.6% | +17.2% |
| YTD | +20.8% | -12.7% | +33.5% | +22.3% |
| 1Y | +40.2% | -32.3% | +72.5% | +47.5% |
| 3Y | +288.1% | +150.3% | +137.8% | +219.7% |
| All | +333.6% | -7.1% | +340.7% | +294.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling