+243.5%
APP vs BITO
-5.0%
+248.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.7% | +3.2% |
| 7D | +0.9% | +2.9% | -2.0% | -0.4% |
| 30D | -23.3% | +22.6% | -45.9% | -29.4% |
| 3M | -42.6% | +24.7% | -67.3% | -47.6% |
| 6M | -33.6% | +7.5% | -41.1% | -35.9% |
| YTD | -52.4% | -10.8% | -41.6% | -51.1% |
| 1Y | -35.9% | -29.9% | -6.0% | -28.6% |
| 3Y | +642.2% | +158.9% | +483.3% | +379.3% |
| All | +243.5% | -5.0% | +248.5% | +166.6% |
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