+156.8%
BITO vs RKT
+35.0%
+121.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.4% | -6.3% | +2.8% | -2.6% |
| 30D | +21.4% | -6.2% | +27.6% | +22.4% |
| 3M | +20.5% | -1.9% | +22.4% | +20.1% |
| 6M | +7.4% | -13.0% | +20.4% | +8.3% |
| YTD | -13.9% | -31.9% | +18.1% | -10.6% |
| 1Y | -35.1% | -37.6% | +2.5% | -32.1% |
| 3Y | +156.8% | +36.8% | +120.0% | +165.6% |
| All | +156.8% | +35.0% | +121.9% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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