+61.0%
IBIT vs AR
+56.9%
+4.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -1.1% | -14.3% | +13.2% | +1.7% |
| 30D | -9.2% | +1.4% | -10.6% | -9.7% |
| 3M | +17.5% | +3.4% | +14.1% | +15.9% |
| 6M | -7.2% | -2.1% | -5.1% | -7.7% |
| YTD | -13.6% | +4.7% | -18.3% | -16.4% |
| 1Y | -25.1% | +10.6% | -35.7% | -28.7% |
| All | +61.0% | +56.9% | +4.1% | +41.3% |
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