-30.3%
IBIT vs ARMK
+50.1%
-80.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -2.0% |
| 7D | +1.4% | +1.7% | -0.3% | +1.3% |
| 30D | +20.6% | +3.1% | +17.5% | +19.8% |
| 3M | +23.7% | +9.2% | +14.5% | +21.3% |
| 6M | +15.0% | +43.7% | -28.7% | +5.5% |
| YTD | -10.6% | +57.4% | -68.0% | -19.2% |
| 1Y | -30.3% | +51.9% | -82.2% | -35.2% |
| All | -30.3% | +50.1% | -80.4% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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