-30.3%
IBIT vs AME
+27.5%
-57.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +1.4% | +2.8% | -1.3% | +1.0% |
| 30D | +20.6% | -6.3% | +26.9% | +21.9% |
| 3M | +23.7% | +5.4% | +18.3% | +21.6% |
| 6M | +15.0% | +7.4% | +7.6% | +12.0% |
| YTD | -10.6% | +16.2% | -26.8% | -14.0% |
| 1Y | -30.3% | +26.8% | -57.1% | -32.3% |
| All | -30.3% | +27.5% | -57.8% | -32.3% |
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 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