-30.0%
IBIT vs APO
-6.0%
-24.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.3% | -4.1% |
| 7D | -9.2% | +5.8% | -14.9% | -10.9% |
| 30D | -15.8% | +8.9% | -24.7% | -18.3% |
| 3M | +8.5% | -13.6% | +22.2% | +14.0% |
| 6M | -13.7% | -5.4% | -8.3% | -12.5% |
| YTD | -21.6% | -13.6% | -7.9% | -16.1% |
| 1Y | -30.0% | -2.5% | -27.5% | -26.9% |
| All | -30.0% | -6.0% | -24.0% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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