-20.7%
IBIT vs AUR
-17.4%
-3.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.4% | +7.4% | +3.8% |
| 7D | -1.8% | -19.8% | +18.1% | +2.6% |
| 30D | -6.7% | -29.0% | +22.4% | -0.2% |
| 3M | +24.6% | -43.6% | +68.1% | +39.3% |
| 6M | -0.2% | -36.6% | +36.5% | +5.7% |
| YTD | -8.7% | +6.3% | -15.0% | -22.7% |
| 1Y | -20.7% | -9.0% | -11.7% | -28.6% |
| All | -20.7% | -17.4% | -3.3% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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