+51.6%
IBIT vs ARES
+22.0%
+29.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.3% | -1.1% | -3.1% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -14.4% | +15.3% | -29.6% | -19.5% |
| 3M | +12.5% | -5.4% | +17.8% | +14.5% |
| 6M | -11.9% | +10.0% | -21.9% | -16.6% |
| YTD | -18.7% | -14.7% | -4.0% | -14.4% |
| 1Y | -29.9% | -9.7% | -20.2% | -28.2% |
| All | +51.6% | +22.0% | +29.6% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 10y: compounded portfolio wealth divided by compounded ARES 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…
10y analysis · Full analysis span regression · 6 months rolling