+58.6%
IBIT vs APD
+26.6%
+32.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | -6.8% | -1.2% | -5.7% | -6.6% |
| 30D | -9.9% | +11.0% | -20.9% | -11.8% |
| 3M | +17.5% | +2.6% | +15.0% | +16.9% |
| 6M | -9.1% | +4.8% | -13.9% | -10.0% |
| YTD | -14.9% | +31.0% | -45.9% | -20.9% |
| 1Y | -27.6% | +23.4% | -51.0% | -31.7% |
| All | +58.6% | +26.6% | +32.0% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling