-30.3%
IBIT vs APA
+96.0%
-126.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -1.9% |
| 7D | +1.4% | -1.7% | +3.1% | +1.5% |
| 30D | +20.6% | +15.7% | +4.9% | +20.0% |
| 3M | +23.7% | +16.5% | +7.2% | +23.0% |
| 6M | +15.0% | +35.1% | -20.1% | +9.2% |
| YTD | -10.6% | +82.2% | -92.8% | -20.6% |
| 1Y | -30.3% | +102.5% | -132.8% | -38.5% |
| All | -30.3% | +96.0% | -126.3% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APA 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling