+51.6%
IBIT vs AMC
-31.3%
+82.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.1% | -4.2% |
| 7D | -6.2% | +8.4% | -14.6% | -6.9% |
| 30D | -14.4% | +9.2% | -23.5% | -15.1% |
| 3M | +12.5% | +32.0% | -19.6% | +9.4% |
| 6M | -11.9% | +149.3% | -161.1% | -20.4% |
| YTD | -18.7% | +114.1% | -132.8% | -26.1% |
| 1Y | -29.9% | +35.8% | -65.7% | -33.8% |
| All | +51.6% | -31.3% | +82.8% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling