+61.0%
IBIT vs APA
+52.3%
+8.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -3.0% | -0.6% |
| 7D | -1.1% | -15.5% | +14.4% | +0.7% |
| 30D | -9.2% | +2.4% | -11.6% | -9.7% |
| 3M | +17.5% | +22.8% | -5.3% | +13.8% |
| 6M | -7.2% | +17.9% | -25.1% | -9.9% |
| YTD | -13.6% | +87.7% | -101.3% | -24.3% |
| 1Y | -25.1% | +94.2% | -119.3% | -34.9% |
| All | +61.0% | +52.3% | +8.7% | +48.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling