+64.0%
IBIT vs AMP
+51.6%
+12.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | -5.8% | -2.0% | -3.7% | -4.7% |
| 30D | +21.5% | -1.7% | +23.2% | +22.6% |
| 3M | +24.5% | +23.2% | +1.3% | +10.3% |
| 6M | +10.0% | +22.2% | -12.2% | -2.5% |
| YTD | -12.0% | +14.0% | -26.0% | -18.9% |
| 1Y | -32.3% | +14.0% | -46.3% | -37.8% |
| All | +64.0% | +51.6% | +12.4% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AMP 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling