-30.3%
IBIT vs ATI
+166.0%
-196.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.6% |
| 7D | +1.4% | +3.2% | -1.7% | +0.8% |
| 30D | +20.6% | -9.0% | +29.6% | +22.8% |
| 3M | +23.7% | +15.1% | +8.6% | +18.2% |
| 6M | +15.0% | +38.1% | -23.1% | +3.7% |
| YTD | -10.6% | +80.7% | -91.2% | -24.3% |
| 1Y | -30.3% | +167.5% | -197.8% | -44.4% |
| All | -30.3% | +166.0% | -196.3% | -44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling