+66.7%
IBIT vs ACHR
+9.2%
+57.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.3% |
| 7D | +1.4% | +4.9% | -3.4% | +0.5% |
| 30D | +20.6% | +4.3% | +16.3% | +18.9% |
| 3M | +23.7% | +1.7% | +21.9% | +21.3% |
| 6M | +15.0% | -6.9% | +21.9% | +14.2% |
| YTD | -10.6% | -22.5% | +11.9% | -8.3% |
| 1Y | -30.3% | -31.5% | +1.2% | -27.5% |
| All | +66.7% | +9.2% | +57.5% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling