-10.6%
BITO vs ASX
+605.3%
-615.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | -3.4% | +5.2% | -8.7% | -5.4% |
| 30D | +21.4% | +0.5% | +20.9% | +20.6% |
| 3M | +20.5% | +8.3% | +12.2% | +13.1% |
| 6M | +7.4% | +82.0% | -74.7% | -21.5% |
| YTD | -13.9% | +147.6% | -161.5% | -46.0% |
| 1Y | -35.1% | +258.8% | -293.9% | -66.1% |
| 3Y | +156.8% | +452.1% | -295.2% | -3.9% |
| All | -10.6% | +605.3% | -615.9% | -74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling