-29.9%
IBIT vs APD
+23.7%
-53.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.4% |
| 7D | -6.2% | +2.2% | -8.4% | -6.0% |
| 30D | -14.4% | +9.4% | -23.8% | -13.6% |
| 3M | +12.5% | +4.7% | +7.8% | +13.2% |
| 6M | -11.9% | +5.5% | -17.4% | -10.9% |
| YTD | -18.7% | +31.4% | -50.1% | -15.9% |
| 1Y | -29.9% | +24.1% | -54.0% | -28.2% |
| All | -29.9% | +23.7% | -53.6% | -28.2% |
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