+156.8%
BITO vs KVUE
-9.0%
+165.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.4% | -5.1% | +1.7% | -3.0% |
| 30D | +21.4% | -6.3% | +27.7% | +22.1% |
| 3M | +20.5% | -0.5% | +21.0% | +20.5% |
| 6M | +7.4% | +3.1% | +4.3% | +7.0% |
| YTD | -13.9% | +6.7% | -20.6% | -14.7% |
| 1Y | -35.1% | -1.1% | -33.9% | -34.4% |
| 3Y | +156.8% | -8.7% | +165.6% | +147.9% |
| All | +156.8% | -9.0% | +165.8% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling