-20.7%
IBIT vs APTV
-46.4%
+25.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.7% | +2.3% |
| 7D | -1.8% | -1.9% | +0.1% | -1.6% |
| 30D | -6.7% | -1.4% | -5.2% | -6.6% |
| 3M | +24.6% | -9.3% | +33.9% | +25.8% |
| 6M | -0.2% | -27.3% | +27.2% | +2.6% |
| YTD | -8.7% | -43.1% | +34.4% | -3.4% |
| 1Y | -20.7% | -46.5% | +25.8% | -12.8% |
| All | -20.7% | -46.4% | +25.6% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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