-9.4%
BITO vs AFRM
-56.4%
+47.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | +0.9% |
| 7D | +1.1% | -8.0% | +9.1% | +2.9% |
| 30D | +21.8% | -9.8% | +31.6% | +24.2% |
| 3M | +25.0% | +4.7% | +20.3% | +22.9% |
| 6M | +11.3% | +34.1% | -22.8% | +3.2% |
| YTD | -12.7% | -8.4% | -4.3% | -12.6% |
| 1Y | -32.3% | -22.9% | -9.4% | -30.3% |
| 3Y | +150.3% | +203.3% | -53.0% | +71.8% |
| All | -9.4% | -56.4% | +47.0% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling