-9.1%
IBIT vs ACHR
-23.7%
+14.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.8% | +0.9% |
| 7D | -6.8% | +18.0% | -24.8% | -9.2% |
| 30D | -9.9% | +3.6% | -13.5% | -10.5% |
| 3M | +17.5% | -28.4% | +46.0% | +23.2% |
| 6M | -9.1% | -25.7% | +16.6% | -5.7% |
| All | -9.1% | -23.7% | +14.6% | -5.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling