+66.3%
IBIT vs AMKR
+77.5%
-11.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.5% | -0.5% |
| 7D | +1.1% | +8.9% | -7.7% | -0.6% |
| 30D | +22.2% | -2.7% | +24.9% | +22.2% |
| 3M | +26.0% | -27.5% | +53.5% | +30.9% |
| 6M | +13.2% | +19.4% | -6.2% | +2.4% |
| YTD | -10.8% | +30.7% | -41.5% | -22.0% |
| 1Y | -29.9% | +107.9% | -137.9% | -46.2% |
| All | +66.3% | +77.5% | -11.1% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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