+58.6%
IBIT vs AMC
-29.6%
+88.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.4% |
| 7D | -6.8% | -2.8% | -4.0% | -6.6% |
| 30D | -9.9% | +14.0% | -23.9% | -11.0% |
| 3M | +17.5% | +42.5% | -25.0% | +13.6% |
| 6M | -9.1% | +142.6% | -151.7% | -17.7% |
| YTD | -14.9% | +119.2% | -134.2% | -22.9% |
| 1Y | -27.6% | +40.7% | -68.3% | -31.8% |
| All | +58.6% | -29.6% | +88.2% | +51.7% |
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