+61.0%
IBIT vs APH
+216.7%
-155.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.5% | -1.7% |
| 7D | -1.1% | -5.9% | +4.8% | +0.6% |
| 30D | -9.2% | -14.8% | +5.6% | -4.7% |
| 3M | +17.5% | -12.4% | +29.9% | +21.8% |
| 6M | -7.2% | +8.1% | -15.2% | -11.8% |
| YTD | -13.6% | +10.9% | -24.6% | -21.2% |
| 1Y | -25.1% | +8.8% | -33.9% | -31.1% |
| All | +61.0% | +216.7% | -155.7% | -24.4% |
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