+43.3%
AMAT vs IBIT
-26.6%
+69.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.6% | +4.4% |
| 7D | -14.7% | -1.1% | -13.6% | -14.1% |
| 30D | -36.1% | -9.2% | -26.9% | -33.4% |
| 3M | -36.9% | +17.5% | -54.4% | -40.4% |
| 6M | -22.2% | -7.2% | -15.0% | -20.2% |
| YTD | +29.9% | -13.6% | +43.6% | +30.5% |
| 1Y | +43.3% | -25.1% | +68.4% | +49.3% |
| All | +43.3% | -26.6% | +69.8% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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