-7.0%
IBIT vs APH
+0.2%
-7.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.3% | +4.3% | -3.5% |
| 7D | -5.9% | -12.7% | +6.9% | -4.0% |
| 30D | -11.3% | -19.2% | +7.9% | -8.8% |
| 3M | +17.1% | -16.7% | +33.8% | +19.7% |
| 6M | -7.0% | +5.1% | -12.2% | -8.2% |
| All | -7.0% | +0.2% | -7.2% | -8.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling