-10.6%
BITO vs AFRM
-54.3%
+43.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -1.1% |
| 7D | -3.4% | -1.3% | -2.2% | -3.2% |
| 30D | +21.4% | -2.7% | +24.1% | +21.8% |
| 3M | +20.5% | +7.4% | +13.1% | +17.8% |
| 6M | +7.4% | +40.7% | -33.3% | -1.5% |
| YTD | -13.9% | -4.0% | -9.9% | -14.7% |
| 1Y | -35.1% | -12.2% | -22.8% | -34.9% |
| 3Y | +156.8% | +203.1% | -46.3% | +76.4% |
| All | -10.6% | -54.3% | +43.7% | -29.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling