+56.5%
IBIT vs ACHR
-11.8%
+68.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.1% |
| 7D | -5.4% | +14.0% | -19.4% | -7.9% |
| 30D | -10.5% | -5.0% | -5.4% | -10.0% |
| 3M | +15.0% | -24.8% | +39.8% | +20.0% |
| 6M | -8.3% | -27.3% | +19.0% | -4.9% |
| YTD | -16.1% | -37.4% | +21.3% | -11.0% |
| 1Y | -30.8% | -44.3% | +13.5% | -25.3% |
| All | +56.5% | -11.8% | +68.3% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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