+56.5%
IBIT vs AME
+47.0%
+9.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.4% | -4.1% | -1.2% | -4.0% |
| 30D | -10.5% | -4.1% | -6.3% | -9.1% |
| 3M | +15.0% | -5.6% | +20.7% | +17.3% |
| 6M | -8.3% | +2.8% | -11.1% | -9.9% |
| YTD | -16.1% | +16.6% | -32.7% | -22.3% |
| 1Y | -30.8% | +21.1% | -51.8% | -37.1% |
| All | +56.5% | +47.0% | +9.5% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling