-29.7%
IBIT vs APH
+15.1%
-44.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.2% | -9.5% | -3.1% |
| 7D | -2.4% | +1.1% | -3.5% | -2.8% |
| 30D | -9.1% | -7.5% | -1.6% | -7.8% |
| 3M | +15.0% | -4.4% | +19.4% | +15.5% |
| 6M | -6.9% | +26.5% | -33.4% | -13.6% |
| YTD | -14.8% | +20.0% | -34.8% | -24.8% |
| All | -29.7% | +15.1% | -44.8% | -35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling