-27.5%
IBIT vs AMCR
+11.5%
-39.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.1% |
| 7D | +3.0% | -3.3% | +6.3% | +3.7% |
| 30D | +23.1% | -5.4% | +28.6% | +24.6% |
| 3M | +25.6% | +20.0% | +5.6% | +20.4% |
| 6M | +9.1% | 0.0% | +9.1% | +8.3% |
| YTD | -8.9% | +11.5% | -20.4% | -10.9% |
| 1Y | -27.5% | +11.4% | -38.8% | -27.9% |
| All | -27.5% | +11.5% | -39.0% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling