+46.2%
IBIT vs APTV
-53.1%
+99.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.4% | -3.5% |
| 7D | -9.2% | -1.7% | -7.4% | -8.8% |
| 30D | -15.8% | -11.6% | -4.2% | -13.4% |
| 3M | +8.5% | -21.2% | +29.7% | +14.4% |
| 6M | -13.7% | -28.5% | +14.8% | -8.6% |
| YTD | -21.6% | -49.1% | +27.5% | -9.2% |
| 1Y | -30.0% | -52.2% | +22.2% | -17.2% |
| All | +46.2% | -53.1% | +99.3% | +74.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling