+74.7%
IBIT vs AS
+134.9%
-60.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -1.1% | +6.9% | -8.0% | -2.8% |
| 30D | -9.2% | +16.0% | -25.2% | -12.7% |
| 3M | +17.5% | -12.8% | +30.4% | +21.2% |
| 6M | -7.2% | -15.4% | +8.2% | -3.8% |
| YTD | -13.6% | -15.7% | +2.1% | -11.0% |
| 1Y | -25.1% | +6.1% | -31.2% | -27.4% |
| All | +74.7% | +134.9% | -60.1% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 5y: compounded portfolio wealth divided by compounded AS 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…
5y analysis · Full analysis span regression · 6 months rolling