+66.7%
IBIT vs ACN
-45.2%
+111.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.3% | -1.0% |
| 7D | +1.4% | -4.8% | +6.3% | +2.5% |
| 30D | +20.6% | +1.9% | +18.7% | +20.2% |
| 3M | +23.7% | +3.9% | +19.8% | +22.6% |
| 6M | +15.0% | -15.0% | +30.0% | +20.2% |
| YTD | -10.6% | -31.9% | +21.3% | +0.7% |
| 1Y | -30.3% | -28.5% | -1.8% | -22.9% |
| All | +66.7% | -45.2% | +111.9% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling