+46.2%
IBIT vs APH
+232.2%
-186.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.0% |
| 7D | -9.2% | +4.9% | -14.1% | -10.7% |
| 30D | -15.8% | -5.4% | -10.4% | -14.7% |
| 3M | +8.5% | -5.5% | +14.0% | +9.6% |
| 6M | -13.7% | +25.9% | -39.6% | -22.4% |
| YTD | -21.6% | +16.4% | -37.9% | -29.6% |
| 1Y | -30.0% | +16.5% | -46.4% | -37.3% |
| All | +46.2% | +232.2% | -186.0% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling