+58.9%
IBIT vs AMC
-30.0%
+89.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.3% | -9.6% | -2.0% |
| 7D | -2.4% | +6.6% | -9.0% | -3.0% |
| 30D | -9.1% | +14.1% | -23.2% | -10.2% |
| 3M | +15.0% | +31.3% | -16.3% | +11.9% |
| 6M | -6.9% | +126.7% | -133.6% | -15.2% |
| YTD | -14.8% | +117.9% | -132.7% | -22.7% |
| 1Y | -28.1% | +41.1% | -69.2% | -32.3% |
| All | +58.9% | -30.0% | +89.0% | +52.0% |
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