-30.3%
IBIT vs ARES
-18.8%
-11.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | +1.4% | -0.3% | +1.8% | +1.6% |
| 30D | +20.6% | +1.3% | +19.3% | +19.9% |
| 3M | +23.7% | +10.4% | +13.3% | +18.5% |
| 6M | +15.0% | +29.0% | -14.0% | +3.0% |
| YTD | -10.6% | -12.2% | +1.6% | -7.8% |
| 1Y | -30.3% | -18.4% | -11.9% | -28.8% |
| All | -30.3% | -18.8% | -11.5% | -28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling