+76.0%
IBIT vs AHR
+364.8%
-288.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.8% |
| 7D | +1.4% | -3.4% | +4.9% | +2.2% |
| 30D | +20.6% | -3.8% | +24.4% | +21.6% |
| 3M | +23.7% | +20.1% | +3.6% | +17.9% |
| 6M | +15.0% | +7.1% | +7.9% | +12.7% |
| YTD | -10.6% | +17.2% | -27.8% | -15.1% |
| 1Y | -30.3% | +30.4% | -60.7% | -36.4% |
| All | +76.0% | +364.8% | -288.8% | -18.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling