+66.7%
IBIT vs AMCR
+2.5%
+64.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.4% |
| 7D | +1.4% | -1.8% | +3.3% | +1.9% |
| 30D | +20.6% | -6.0% | +26.6% | +22.6% |
| 3M | +23.7% | +18.9% | +4.8% | +17.7% |
| 6M | +15.0% | +5.7% | +9.3% | +12.8% |
| YTD | -10.6% | +11.1% | -21.7% | -13.8% |
| 1Y | -30.3% | +12.7% | -43.0% | -33.2% |
| All | +66.7% | +2.5% | +64.2% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling