+673.9%
APP vs IBIT
+61.9%
+612.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +3.2% |
| 7D | +0.9% | +3.0% | -2.1% | -0.5% |
| 30D | -23.3% | +23.1% | -46.4% | -29.9% |
| 3M | -42.6% | +25.6% | -68.2% | -48.0% |
| 6M | -33.6% | +9.1% | -42.8% | -36.5% |
| YTD | -52.4% | -8.9% | -43.5% | -51.9% |
| 1Y | -35.9% | -27.5% | -8.4% | -30.2% |
| All | +673.9% | +61.9% | +612.0% | +642.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling