-25.5%
APP vs IBIT
-6.8%
-18.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -5.1% | +36.1% | +32.3% |
| 7D | +39.7% | -5.9% | +45.6% | +41.7% |
| 30D | +27.7% | -11.3% | +39.0% | +32.1% |
| 3M | -14.8% | +17.1% | -31.9% | -22.0% |
| 6M | -25.5% | -7.0% | -18.5% | -22.9% |
| All | -25.5% | -6.8% | -18.7% | -22.9% |
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