-30.8%
IBIT vs APTV
-52.9%
+22.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.4% |
| 7D | -5.4% | -4.3% | -1.1% | -4.8% |
| 30D | -10.5% | -9.7% | -0.8% | -9.3% |
| 3M | +15.0% | -20.6% | +35.6% | +18.2% |
| 6M | -8.3% | -31.7% | +23.4% | -5.3% |
| YTD | -16.1% | -48.0% | +31.9% | -10.8% |
| 1Y | -30.8% | -52.1% | +21.3% | -23.1% |
| All | -30.8% | -52.9% | +22.1% | -23.1% |
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