+66.3%
IBIT vs ACHR
+3.0%
+63.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.7% | +5.4% | +0.9% |
| 7D | +1.1% | -2.7% | +3.8% | +1.6% |
| 30D | +22.2% | -12.1% | +34.4% | +24.7% |
| 3M | +26.0% | +3.4% | +22.7% | +23.2% |
| 6M | +13.2% | -15.6% | +28.8% | +14.5% |
| YTD | -10.8% | -26.9% | +16.1% | -7.6% |
| 1Y | -29.9% | -34.8% | +4.8% | -26.5% |
| All | +66.3% | +3.0% | +63.3% | +50.6% |
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