-34.5%
BITO vs AFRM
-24.5%
-10.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -5.8% | -8.5% | +2.7% | -3.5% |
| 30D | +21.1% | -11.4% | +32.5% | +24.8% |
| 3M | +23.5% | +8.2% | +15.3% | +19.1% |
| 6M | +8.3% | +36.6% | -28.3% | -3.3% |
| YTD | -13.9% | -8.7% | -5.2% | -14.5% |
| 1Y | -34.5% | -19.9% | -14.6% | -34.6% |
| All | -34.5% | -24.5% | -10.1% | -34.6% |
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