-23.4%
BITO vs KWEB
-34.1%
+10.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.6% | +0.9% |
| 7D | -1.9% | +5.8% | -7.7% | -4.4% |
| 30D | -6.7% | -1.0% | -5.8% | -6.4% |
| 3M | +23.1% | -15.8% | +38.9% | +32.5% |
| 6M | -2.0% | -14.9% | +12.9% | +4.1% |
| YTD | -11.4% | -28.6% | +17.2% | +7.3% |
| 1Y | -23.4% | -33.9% | +10.6% | -2.4% |
| All | -23.4% | -34.1% | +10.8% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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