+203.4%
AMD vs IBIT
+53.5%
+149.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.4% | +11.2% |
| 7D | -11.0% | -1.1% | -9.9% | -10.3% |
| 30D | -30.5% | -9.2% | -21.3% | -27.5% |
| 3M | -8.2% | +17.5% | -25.7% | -13.2% |
| 6M | +6.6% | -7.2% | +13.7% | +9.5% |
| YTD | +109.7% | -13.6% | +123.3% | +118.2% |
| 1Y | +88.9% | -25.1% | +114.0% | +105.1% |
| All | +203.4% | +53.5% | +149.9% | +179.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling