+46.2%
IBIT vs ARMK
+92.5%
-46.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.6% |
| 7D | -9.2% | +2.7% | -11.9% | -9.9% |
| 30D | -15.8% | -1.5% | -14.3% | -15.5% |
| 3M | +8.5% | -11.6% | +20.1% | +12.2% |
| 6M | -13.7% | +6.7% | -20.4% | -16.3% |
| YTD | -21.6% | +47.4% | -69.0% | -32.6% |
| 1Y | -30.0% | +41.5% | -71.4% | -38.9% |
| All | +46.2% | +92.5% | -46.3% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling