-30.0%
IBIT vs AR
+11.3%
-41.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -9.2% | +7.4% | -16.6% | -9.1% |
| 30D | -15.8% | +5.8% | -21.5% | -15.9% |
| 3M | +8.5% | +5.2% | +3.3% | +8.4% |
| 6M | -13.7% | +5.4% | -19.1% | -13.5% |
| YTD | -21.6% | +12.4% | -34.0% | -23.6% |
| 1Y | -30.0% | +12.8% | -42.8% | -32.1% |
| All | -30.0% | +11.3% | -41.3% | -32.1% |
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