+5.9%
AMZN vs IBIT
-30.9%
+36.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -1.0% | +1.1% | -2.2% | -1.2% |
| 30D | -9.2% | +22.2% | -31.5% | -13.0% |
| 3M | +3.4% | +26.0% | -22.7% | -1.9% |
| 6M | +18.2% | +13.2% | +5.0% | +14.9% |
| YTD | +9.3% | -10.8% | +20.1% | +11.7% |
| 1Y | +5.9% | -29.9% | +35.9% | +18.0% |
| All | +5.9% | -30.9% | +36.8% | +18.0% |
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