-30.8%
IBIT vs AMT
+12.4%
-43.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | -5.4% | +1.6% | -7.0% | -5.5% |
| 30D | -10.5% | +4.5% | -14.9% | -10.7% |
| 3M | +15.0% | +13.8% | +1.3% | +14.0% |
| 6M | -8.3% | +10.0% | -18.3% | -9.3% |
| YTD | -16.1% | +11.8% | -27.8% | -19.1% |
| 1Y | -30.8% | +10.2% | -41.0% | -32.8% |
| All | -30.8% | +12.4% | -43.2% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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