-32.7%
IBIT vs AHR
+26.4%
-59.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.1% |
| 7D | -3.2% | -2.1% | -1.1% | -3.4% |
| 30D | +22.0% | +1.9% | +20.1% | +22.3% |
| 3M | +21.4% | +15.7% | +5.8% | +24.0% |
| 6M | +9.2% | +2.5% | +6.7% | +11.0% |
| YTD | -11.8% | +15.0% | -26.9% | -8.7% |
| 1Y | -32.7% | +28.1% | -60.8% | -24.8% |
| All | -32.7% | +26.4% | -59.1% | -24.8% |
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