+341.3%
APH vs BITO
-5.0%
+346.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.3% | +1.3% |
| 7D | +5.0% | +2.9% | +2.1% | +4.4% |
| 30D | -3.9% | +22.6% | -26.5% | -7.3% |
| 3M | +13.0% | +24.7% | -11.7% | +8.5% |
| 6M | +25.2% | +7.5% | +17.7% | +23.0% |
| YTD | +22.9% | -10.8% | +33.7% | +24.0% |
| 1Y | +47.8% | -29.9% | +77.7% | +54.6% |
| 3Y | +283.0% | +158.9% | +124.1% | +213.6% |
| All | +341.3% | -5.0% | +346.3% | +300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling