+58.9%
IBIT vs APH
+242.7%
-183.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.2% | -9.5% | -3.9% |
| 7D | -2.4% | +1.1% | -3.5% | -3.1% |
| 30D | -9.1% | -7.5% | -1.6% | -7.2% |
| 3M | +15.0% | -4.4% | +19.4% | +15.7% |
| 6M | -6.9% | +26.5% | -33.4% | -16.4% |
| YTD | -14.8% | +20.0% | -34.8% | -24.2% |
| 1Y | -28.1% | +16.9% | -45.0% | -35.4% |
| All | +58.9% | +242.7% | -183.8% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 10y: compounded portfolio wealth divided by compounded APH 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…
10y analysis · Full analysis span regression · 6 months rolling