+55.1%
BITO vs AFRM
+192.6%
-137.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.3% |
| 7D | -9.2% | -4.4% | -4.8% | -8.3% |
| 30D | -15.9% | -7.7% | -8.3% | -14.5% |
| 3M | +7.3% | -16.9% | +24.2% | +11.2% |
| 6M | -15.2% | +2.5% | -17.7% | -16.6% |
| YTD | -23.8% | -12.5% | -11.3% | -23.3% |
| 1Y | -32.2% | -11.0% | -21.2% | -32.2% |
| 3Y | +55.1% | +184.6% | -129.5% | +13.9% |
| All | +55.1% | +192.6% | -137.6% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling