-30.0%
IBIT vs AHR
+23.3%
-53.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.1% | -3.6% |
| 7D | -9.2% | -0.2% | -9.0% | -9.2% |
| 30D | -15.8% | +10.2% | -26.0% | -15.2% |
| 3M | +8.5% | +8.3% | +0.2% | +9.3% |
| 6M | -13.7% | +13.0% | -26.7% | -11.9% |
| YTD | -21.6% | +24.6% | -46.2% | -18.9% |
| 1Y | -30.0% | +22.2% | -52.2% | -26.8% |
| All | -30.0% | +23.3% | -53.2% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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