-29.9%
BITO vs AFRM
-15.0%
-14.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.2% | -1.7% |
| 7D | +2.9% | -7.0% | +9.8% | +4.8% |
| 30D | +22.6% | -7.8% | +30.4% | +24.9% |
| 3M | +24.7% | +5.3% | +19.3% | +21.6% |
| 6M | +7.5% | +42.6% | -35.2% | -4.7% |
| YTD | -10.8% | -2.8% | -8.0% | -13.0% |
| 1Y | -29.9% | -19.3% | -10.6% | -31.2% |
| All | -29.9% | -15.0% | -14.9% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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