-10.6%
BITO vs KWEB
-45.2%
+34.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -3.4% | -5.6% | +2.1% | -1.8% |
| 30D | +21.4% | -10.7% | +32.1% | +25.4% |
| 3M | +20.5% | -7.4% | +27.9% | +22.9% |
| 6M | +7.4% | -19.3% | +26.7% | +13.9% |
| YTD | -13.9% | -27.8% | +13.9% | -5.5% |
| 1Y | -35.1% | -35.9% | +0.9% | -26.2% |
| 3Y | +156.8% | -1.9% | +158.8% | +149.1% |
| All | -10.6% | -45.2% | +34.7% | -3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling