-22.1%
AMAT vs IBIT
-6.8%
-15.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.1% | -8.5% | -11.1% |
| 7D | -24.3% | -5.9% | -18.4% | -21.8% |
| 30D | -39.8% | -11.3% | -28.5% | -36.3% |
| 3M | -40.2% | +17.1% | -57.3% | -43.4% |
| 6M | -22.1% | -7.0% | -15.1% | -24.2% |
| All | -22.1% | -6.8% | -15.3% | -24.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling