-23.4%
BITO vs ASX
+144.4%
-167.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.9% | +6.8% | +3.7% |
| 7D | -1.9% | -14.6% | +12.7% | +1.1% |
| 30D | -6.7% | -21.1% | +14.4% | -2.7% |
| 3M | +23.1% | -3.1% | +26.1% | +23.3% |
| 6M | -2.0% | +17.4% | -19.4% | -9.3% |
| YTD | -11.4% | +135.3% | -146.7% | -40.9% |
| 1Y | -23.4% | +146.5% | -169.9% | -51.5% |
| All | -23.4% | +144.4% | -167.8% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling