+156.8%
BITO vs APO
+52.1%
+104.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -3.4% | -3.5% | +0.1% | -2.1% |
| 30D | +21.4% | -6.6% | +28.0% | +24.4% |
| 3M | +20.5% | -3.3% | +23.8% | +21.3% |
| 6M | +7.4% | +22.6% | -15.2% | -2.6% |
| YTD | -13.9% | -9.8% | -4.1% | -11.3% |
| 1Y | -35.1% | -3.9% | -31.2% | -35.1% |
| 3Y | +156.8% | +52.5% | +104.4% | +137.5% |
| All | +156.8% | +52.1% | +104.8% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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