+69.8%
IBIT vs APA
+45.2%
+24.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -2.0% |
| 7D | +3.0% | +0.5% | +2.5% | +2.9% |
| 30D | +23.1% | +23.4% | -0.3% | +19.6% |
| 3M | +25.6% | +12.7% | +12.9% | +23.2% |
| 6M | +9.1% | +39.4% | -30.3% | +1.7% |
| YTD | -8.9% | +79.0% | -87.9% | -19.3% |
| 1Y | -27.5% | +88.8% | -116.3% | -36.7% |
| All | +69.8% | +45.2% | +24.6% | +58.2% |
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