+69.8%
IBIT vs AMC
-45.5%
+115.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.3% | -6.7% | -2.8% |
| 7D | +3.0% | +2.3% | +0.7% | +2.8% |
| 30D | +23.1% | -0.7% | +23.9% | +23.1% |
| 3M | +25.6% | +35.2% | -9.6% | +20.8% |
| 6M | +9.1% | +124.6% | -115.4% | -0.8% |
| YTD | -8.9% | +69.9% | -78.8% | -15.3% |
| 1Y | -27.5% | -2.6% | -24.9% | -29.4% |
| All | +69.8% | -45.5% | +115.3% | +66.5% |
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