+46.2%
IBIT vs AFRM
+51.6%
-5.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.3% |
| 7D | -9.2% | -4.4% | -4.8% | -8.2% |
| 30D | -15.8% | -7.7% | -8.1% | -14.3% |
| 3M | +8.5% | -16.9% | +25.4% | +12.6% |
| 6M | -13.7% | +2.5% | -16.2% | -15.2% |
| YTD | -21.6% | -12.5% | -9.0% | -21.1% |
| 1Y | -30.0% | -11.0% | -18.9% | -30.0% |
| All | +46.2% | +51.6% | -5.4% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling