+58.9%
IBIT vs AME
+46.9%
+12.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.2% | -5.5% | -2.9% |
| 7D | -2.4% | -1.5% | -0.9% | -2.0% |
| 30D | -9.1% | -4.2% | -4.9% | -7.7% |
| 3M | +15.0% | -5.9% | +20.9% | +17.4% |
| 6M | -6.9% | +2.8% | -9.7% | -8.5% |
| YTD | -14.8% | +16.6% | -31.3% | -21.1% |
| 1Y | -28.1% | +22.1% | -50.2% | -34.9% |
| All | +58.9% | +46.9% | +12.0% | +33.4% |
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