+58.9%
IBIT vs APO
+31.3%
+27.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.7% | -6.0% | -3.1% |
| 7D | -2.4% | +2.3% | -4.7% | -3.4% |
| 30D | -9.1% | +3.0% | -12.1% | -10.5% |
| 3M | +15.0% | -3.7% | +18.7% | +15.8% |
| 6M | -6.9% | -7.5% | +0.6% | -5.1% |
| YTD | -14.8% | -14.5% | -0.2% | -10.4% |
| 1Y | -28.1% | -6.2% | -22.0% | -27.5% |
| All | +58.9% | +31.3% | +27.6% | +13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling