-30.8%
IBIT vs AR
+9.7%
-40.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.3% | -7.1% | -2.7% |
| 7D | -5.4% | -5.8% | +0.4% | -5.5% |
| 30D | -10.5% | +4.8% | -15.3% | -10.6% |
| 3M | +15.0% | +1.5% | +13.5% | +15.0% |
| 6M | -8.3% | +4.7% | -13.0% | -8.4% |
| YTD | -16.1% | +9.2% | -25.3% | -18.1% |
| 1Y | -30.8% | +11.2% | -41.9% | -33.3% |
| All | -30.8% | +9.7% | -40.5% | -33.3% |
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