+46.2%
IBIT vs AUR
+25.3%
+20.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -3.1% |
| 7D | -9.2% | -4.5% | -4.7% | -8.6% |
| 30D | -15.8% | -16.6% | +0.8% | -14.0% |
| 3M | +8.5% | -38.5% | +47.0% | +15.0% |
| 6M | -13.7% | -49.9% | +36.2% | -6.5% |
| YTD | -21.6% | +9.6% | -31.2% | -24.3% |
| 1Y | -30.0% | +1.2% | -31.2% | -31.8% |
| All | +46.2% | +25.3% | +20.9% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling