-35.1%
BITO vs ASX
+253.7%
-288.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -3.4% | +5.2% | -8.7% | -4.4% |
| 30D | +21.4% | +0.5% | +20.9% | +21.1% |
| 3M | +20.5% | +8.3% | +12.2% | +16.4% |
| 6M | +7.4% | +82.0% | -74.7% | -11.4% |
| YTD | -13.9% | +147.6% | -161.5% | -36.1% |
| 1Y | -35.1% | +258.8% | -293.9% | -54.2% |
| All | -35.1% | +253.7% | -288.8% | -54.2% |
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 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