+844.5%
APP vs IBIT
+53.5%
+791.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.2% | +10.0% |
| 7D | +71.2% | -1.1% | +72.3% | +71.1% |
| 30D | +39.1% | -9.2% | +48.3% | +44.0% |
| 3M | +16.5% | +17.5% | -1.0% | +7.8% |
| 6M | -16.6% | -7.2% | -9.4% | -15.2% |
| YTD | -41.9% | -13.6% | -28.3% | -40.3% |
| 1Y | -37.0% | -25.1% | -11.9% | -31.9% |
| All | +844.5% | +53.5% | +791.0% | +821.4% |
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