+156.8%
BITO vs APA
+11.9%
+145.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | -5.8% | +0.8% | -6.6% | -5.9% |
| 30D | +21.1% | +9.6% | +11.5% | +19.8% |
| 3M | +23.5% | +18.0% | +5.5% | +20.9% |
| 6M | +8.3% | +41.9% | -33.6% | +2.0% |
| YTD | -13.9% | +86.3% | -100.2% | -22.6% |
| 1Y | -34.5% | +97.9% | -132.4% | -41.9% |
| All | +156.8% | +11.9% | +145.0% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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