+66.3%
IBIT vs APTV
-46.1%
+112.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.4% | +0.4% |
| 7D | +1.1% | -1.2% | +2.3% | +1.4% |
| 30D | +22.2% | -10.6% | +32.9% | +25.3% |
| 3M | +26.0% | -35.0% | +61.0% | +39.0% |
| 6M | +13.2% | -38.9% | +52.1% | +26.2% |
| YTD | -10.8% | -41.5% | +30.7% | +0.2% |
| 1Y | -29.9% | -45.8% | +15.9% | -19.3% |
| All | +66.3% | -46.1% | +112.4% | +92.4% |
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