-9.1%
BITO vs ASX
+611.1%
-620.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.1% | -7.9% | -4.1% |
| 7D | +1.5% | +6.3% | -4.8% | -0.9% |
| 30D | +20.0% | +6.4% | +13.6% | +16.7% |
| 3M | +22.8% | +13.1% | +9.6% | +13.1% |
| 6M | +13.1% | +90.3% | -77.2% | -18.9% |
| YTD | -12.5% | +149.6% | -162.1% | -45.3% |
| 1Y | -32.6% | +249.2% | -281.7% | -64.3% |
| 3Y | +151.0% | +445.9% | -294.8% | -5.1% |
| All | -9.1% | +611.1% | -620.2% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling