+58.6%
IBIT vs APH
+236.8%
-178.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | -6.8% | +0.4% | -7.2% | -7.1% |
| 30D | -9.9% | -8.0% | -1.9% | -7.8% |
| 3M | +17.5% | -5.0% | +22.5% | +18.4% |
| 6M | -9.1% | +29.9% | -39.0% | -19.2% |
| YTD | -14.9% | +18.0% | -32.9% | -24.0% |
| 1Y | -27.6% | +11.3% | -38.9% | -33.7% |
| All | +58.6% | +236.8% | -178.2% | -27.1% |
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