-29.7%
IBIT vs AME
+21.9%
-51.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.2% | -5.5% | -2.4% |
| 7D | -2.4% | -1.5% | -0.9% | -2.1% |
| 30D | -9.1% | -4.2% | -4.9% | -8.1% |
| 3M | +15.0% | -5.9% | +20.9% | +16.6% |
| 6M | -6.9% | +2.8% | -9.7% | -7.9% |
| YTD | -14.8% | +16.6% | -31.3% | -20.0% |
| All | -29.7% | +21.9% | -51.5% | -34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling