+69.8%
IBIT vs APH
+73.8%
-3.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -47.8% | +49.0% | +10.5% |
| 7D | -0.1% | -48.7% | +48.6% | +9.6% |
| 30D | +23.1% | -51.9% | +75.0% | +37.8% |
| 3M | +25.6% | -43.6% | +69.1% | +31.8% |
| 6M | +9.1% | -37.5% | +46.7% | +9.0% |
| YTD | -8.9% | -38.6% | +29.7% | -10.4% |
| 1Y | -27.5% | -26.3% | -1.1% | -34.6% |
| All | +69.8% | +73.8% | -3.9% | -13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling