+51.6%
IBIT vs AR
+68.4%
-16.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.7% |
| 7D | -6.2% | +6.4% | -12.6% | -7.3% |
| 30D | -14.4% | +3.1% | -17.5% | -15.1% |
| 3M | +12.5% | +3.3% | +9.2% | +11.2% |
| 6M | -11.9% | +6.6% | -18.4% | -13.8% |
| YTD | -18.7% | +12.3% | -31.0% | -22.4% |
| 1Y | -29.9% | +12.3% | -42.3% | -33.2% |
| All | +51.6% | +68.4% | -16.8% | +31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling