-30.0%
IBIT vs AME
+24.0%
-54.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -4.0% | -3.6% |
| 7D | -9.2% | +5.9% | -15.1% | -10.5% |
| 30D | -15.8% | -1.9% | -13.9% | -15.4% |
| 3M | +8.5% | -5.4% | +13.9% | +9.8% |
| 6M | -13.7% | +4.9% | -18.6% | -15.0% |
| YTD | -21.6% | +18.5% | -40.0% | -25.5% |
| 1Y | -30.0% | +25.5% | -55.4% | -34.1% |
| All | -30.0% | +24.0% | -54.0% | -34.1% |
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