+61.0%
IBIT vs AMC
-35.4%
+96.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.3% | -0.5% |
| 7D | -1.1% | +2.6% | -3.7% | -1.3% |
| 30D | -9.2% | +9.0% | -18.2% | -9.9% |
| 3M | +17.5% | +22.2% | -4.7% | +15.2% |
| 6M | -7.2% | +91.5% | -98.6% | -14.1% |
| YTD | -13.6% | +101.3% | -114.9% | -21.1% |
| 1Y | -25.1% | +20.8% | -45.9% | -28.5% |
| All | +61.0% | -35.4% | +96.4% | +55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling