+46.2%
IBIT vs ARES
+23.2%
+23.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -3.9% |
| 7D | -9.2% | +0.5% | -9.7% | -9.4% |
| 30D | -15.8% | +19.7% | -35.5% | -22.1% |
| 3M | +8.5% | -9.0% | +17.5% | +12.4% |
| 6M | -13.7% | +11.5% | -25.2% | -18.8% |
| YTD | -21.6% | -13.8% | -7.7% | -17.8% |
| 1Y | -30.0% | -5.6% | -24.4% | -29.7% |
| All | +46.2% | +23.2% | +23.0% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling