+69.8%
IBIT vs ACN
-42.8%
+112.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +0.9% | -1.8% |
| 7D | +3.0% | -1.5% | +4.6% | +3.4% |
| 30D | +23.1% | +9.4% | +13.7% | +21.0% |
| 3M | +25.6% | +5.6% | +19.9% | +24.2% |
| 6M | +9.1% | -9.3% | +18.4% | +12.2% |
| YTD | -8.9% | -29.0% | +20.1% | +1.7% |
| 1Y | -27.5% | -24.7% | -2.8% | -20.7% |
| All | +69.8% | -42.8% | +112.7% | +106.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling