+61.6%
IBIT vs AMC
-36.6%
+98.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -12.5% | +7.4% | -4.0% |
| 7D | -5.9% | 0.0% | -5.9% | -5.9% |
| 30D | -11.3% | +4.4% | -15.7% | -11.6% |
| 3M | +17.1% | +15.4% | +1.8% | +15.3% |
| 6M | -7.0% | +93.7% | -100.7% | -14.0% |
| YTD | -13.3% | +97.4% | -110.8% | -20.6% |
| 1Y | -27.0% | +23.2% | -50.2% | -30.4% |
| All | +61.6% | -36.6% | +98.2% | +56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling