+56.5%
IBIT vs AR
+63.7%
-7.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.3% | -7.1% | -3.6% |
| 7D | -5.4% | -5.8% | +0.4% | -4.4% |
| 30D | -10.5% | +4.8% | -15.3% | -11.6% |
| 3M | +15.0% | +1.5% | +13.5% | +14.1% |
| 6M | -8.3% | +4.7% | -13.0% | -10.1% |
| YTD | -16.1% | +9.2% | -25.3% | -19.4% |
| 1Y | -30.8% | +11.2% | -41.9% | -34.0% |
| All | +56.5% | +63.7% | -7.2% | +36.3% |
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