+74.4%
IBIT vs AMIX
-100.0%
+174.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.6% | +0.5% | -5.0% |
| 7D | -5.9% | -25.5% | +19.6% | -5.5% |
| 30D | -11.3% | -56.2% | +44.9% | -10.4% |
| 3M | +17.1% | -87.4% | +104.6% | +19.7% |
| 6M | -7.0% | -80.9% | +73.9% | -7.2% |
| YTD | -13.3% | -86.8% | +73.5% | -12.3% |
| 1Y | -27.0% | -91.3% | +64.4% | -25.4% |
| All | +74.4% | -100.0% | +174.4% | +49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling