+46.2%
IBIT vs AMCR
+4.4%
+41.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | -2.4% | -6.8% | -8.6% |
| 30D | -15.8% | +3.6% | -19.4% | -16.7% |
| 3M | +8.5% | -4.2% | +12.7% | +9.6% |
| 6M | -13.7% | +15.5% | -29.2% | -17.5% |
| YTD | -21.6% | +9.7% | -31.3% | -24.3% |
| 1Y | -30.0% | +8.3% | -38.3% | -32.1% |
| All | +46.2% | +4.4% | +41.9% | +51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling