+66.3%
IBIT vs AMCR
+2.8%
+63.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.5% |
| 7D | +1.1% | -6.3% | +7.4% | +2.9% |
| 30D | +22.2% | -7.1% | +29.4% | +24.7% |
| 3M | +26.0% | +12.7% | +13.4% | +21.7% |
| 6M | +13.2% | +5.2% | +8.0% | +11.1% |
| YTD | -10.8% | +8.1% | -18.9% | -13.4% |
| 1Y | -29.9% | +11.7% | -41.7% | -32.8% |
| All | +66.3% | +2.8% | +63.5% | +72.8% |
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