-10.6%
BITO vs RKT
-11.4%
+0.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.9% |
| 7D | -5.8% | -7.2% | +1.4% | -4.2% |
| 30D | +21.1% | -7.9% | +29.0% | +23.2% |
| 3M | +23.5% | +5.2% | +18.3% | +20.7% |
| 6M | +8.3% | -14.9% | +23.2% | +10.2% |
| YTD | -13.9% | -31.9% | +18.0% | -8.5% |
| 1Y | -34.5% | -36.9% | +2.4% | -29.6% |
| 3Y | +147.0% | +35.7% | +111.3% | +95.0% |
| All | -10.6% | -11.4% | +0.8% | -28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling