-9.4%
BITO vs APO
+97.7%
-107.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +1.1% | -1.0% | +2.0% | +1.6% |
| 30D | +21.8% | -0.4% | +22.1% | +21.5% |
| 3M | +25.0% | -0.9% | +25.9% | +24.5% |
| 6M | +11.3% | +22.1% | -10.8% | -0.6% |
| YTD | -12.7% | -8.4% | -4.3% | -10.4% |
| 1Y | -32.3% | -0.9% | -31.4% | -33.7% |
| 3Y | +150.3% | +56.1% | +94.2% | +84.9% |
| All | -9.4% | +97.7% | -107.0% | -46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling