+66.3%
IBIT vs AME
+45.5%
+20.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +1.1% | +1.3% | -0.2% | +0.6% |
| 30D | +22.2% | -6.6% | +28.8% | +25.2% |
| 3M | +26.0% | +3.0% | +23.1% | +23.9% |
| 6M | +13.2% | +5.3% | +7.9% | +9.9% |
| YTD | -10.8% | +15.4% | -26.2% | -17.1% |
| 1Y | -29.9% | +26.8% | -56.8% | -37.7% |
| All | +66.3% | +45.5% | +20.8% | +40.2% |
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