+114.6%
AMAT vs IBIT
+54.0%
+60.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.1% | -8.5% | -12.2% |
| 7D | -24.3% | -5.9% | -18.4% | -22.9% |
| 30D | -39.8% | -11.3% | -28.5% | -37.7% |
| 3M | -40.2% | +17.1% | -57.3% | -42.4% |
| 6M | -22.1% | -7.0% | -15.1% | -20.9% |
| YTD | +24.7% | -13.3% | +38.0% | +27.1% |
| 1Y | +33.3% | -27.0% | +60.2% | +40.5% |
| All | +114.6% | +54.0% | +60.6% | +95.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling