+54.4%
IBIT vs AHR
+394.2%
-339.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.1% | -3.2% |
| 7D | -9.2% | -0.2% | -9.0% | -9.1% |
| 30D | -15.8% | +10.2% | -26.0% | -17.6% |
| 3M | +8.5% | +8.3% | +0.2% | +6.6% |
| 6M | -13.7% | +13.0% | -26.7% | -16.2% |
| YTD | -21.6% | +24.6% | -46.2% | -26.6% |
| 1Y | -30.0% | +22.2% | -52.2% | -33.9% |
| All | +54.4% | +394.2% | -339.8% | -29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling