-20.7%
IBIT vs APD
+36.4%
-57.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +3.2% |
| 7D | -1.8% | +3.8% | -5.6% | -1.2% |
| 30D | -6.7% | +14.1% | -20.8% | -5.0% |
| 3M | +24.6% | +8.2% | +16.4% | +26.0% |
| 6M | -0.2% | +7.5% | -7.7% | +1.2% |
| YTD | -8.7% | +31.7% | -40.4% | -3.9% |
| 1Y | -20.7% | +35.1% | -55.8% | -15.0% |
| All | -20.7% | +36.4% | -57.1% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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