+46.2%
IBIT vs APA
+65.3%
-19.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.2% | -3.7% |
| 7D | -9.2% | +8.5% | -17.7% | -10.0% |
| 30D | -15.8% | +2.8% | -18.6% | -16.2% |
| 3M | +8.5% | +21.7% | -13.2% | +5.4% |
| 6M | -13.7% | +32.6% | -46.3% | -17.5% |
| YTD | -21.6% | +103.7% | -125.3% | -31.9% |
| 1Y | -30.0% | +101.8% | -131.8% | -39.1% |
| All | +46.2% | +65.3% | -19.1% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling