-20.7%
IBIT vs AR
+14.7%
-35.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.3% | +9.2% | +2.8% |
| 7D | -1.8% | -11.1% | +9.4% | -1.9% |
| 30D | -6.7% | +7.9% | -14.6% | -6.9% |
| 3M | +24.6% | +4.9% | +19.7% | +24.2% |
| 6M | -0.2% | -5.3% | +5.2% | +0.9% |
| YTD | -8.7% | +8.6% | -17.3% | -11.2% |
| 1Y | -20.7% | +13.7% | -34.4% | -24.8% |
| All | -20.7% | +14.7% | -35.4% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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