-30.0%
IBIT vs APD
+25.0%
-54.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -9.2% | +3.8% | -13.0% | -8.9% |
| 30D | -15.8% | +8.2% | -24.0% | -15.1% |
| 3M | +8.5% | +4.3% | +4.2% | +9.2% |
| 6M | -13.7% | +4.7% | -18.4% | -12.8% |
| YTD | -21.6% | +31.5% | -53.1% | -18.9% |
| 1Y | -30.0% | +23.5% | -53.5% | -28.4% |
| All | -30.0% | +25.0% | -54.9% | -28.4% |
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