+75.6%
IBIT vs AHR
+357.7%
-282.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.1% |
| 7D | +1.1% | -4.3% | +5.5% | +2.2% |
| 30D | +22.2% | -3.1% | +25.3% | +23.1% |
| 3M | +26.0% | +15.7% | +10.4% | +21.3% |
| 6M | +13.2% | +4.1% | +9.1% | +11.8% |
| YTD | -10.8% | +15.4% | -26.2% | -15.0% |
| 1Y | -29.9% | +28.0% | -57.9% | -35.8% |
| All | +75.6% | +357.7% | -282.1% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling