-30.0%
IBIT vs AFRM
-16.7%
-13.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.2% |
| 7D | -9.2% | -4.4% | -4.8% | -8.0% |
| 30D | -15.8% | -7.7% | -8.1% | -14.0% |
| 3M | +8.5% | -16.9% | +25.4% | +13.3% |
| 6M | -13.7% | +2.5% | -16.2% | -15.9% |
| YTD | -21.6% | -12.5% | -9.0% | -22.6% |
| 1Y | -30.0% | -11.0% | -18.9% | -31.1% |
| All | -30.0% | -16.7% | -13.2% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 1y: compounded portfolio wealth divided by compounded AFRM 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…
1y analysis · Full analysis span regression · 6 months rolling