+58.9%
IBIT vs ATI
+334.8%
-275.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.2% | -6.5% | -2.5% |
| 7D | -2.4% | +6.0% | -8.4% | -3.7% |
| 30D | -9.1% | -3.6% | -5.4% | -8.6% |
| 3M | +15.0% | -18.9% | +33.9% | +19.9% |
| 6M | -6.9% | +16.7% | -23.6% | -11.7% |
| YTD | -14.8% | +61.1% | -75.8% | -25.7% |
| 1Y | -28.1% | +89.3% | -117.4% | -39.8% |
| All | +58.9% | +334.8% | -275.9% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling