+247.1%
APP vs BITO
-8.3%
+255.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +1.1% | -3.4% | +4.5% | +2.4% |
| 30D | +6.6% | +21.4% | -14.8% | -1.7% |
| 3M | -32.3% | +20.5% | -52.8% | -37.3% |
| 6M | -29.8% | +7.4% | -37.2% | -32.1% |
| YTD | -51.9% | -13.9% | -38.1% | -49.9% |
| 1Y | -43.3% | -35.1% | -8.2% | -35.0% |
| 3Y | +664.1% | +156.8% | +507.2% | +395.0% |
| All | +247.1% | -8.3% | +255.4% | +173.0% |
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