-30.0%
IBIT vs AMIX
-92.3%
+62.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.5% |
| 7D | -9.2% | -9.9% | +0.7% | -9.2% |
| 30D | -15.8% | -52.8% | +37.0% | -15.6% |
| 3M | +8.5% | -80.0% | +88.6% | +9.1% |
| 6M | -13.7% | -80.2% | +66.5% | -11.5% |
| YTD | -21.6% | -88.1% | +66.6% | -18.7% |
| 1Y | -30.0% | -91.1% | +61.1% | -27.3% |
| All | -30.0% | -92.3% | +62.3% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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