+66.3%
IBIT vs AUR
+93.5%
-27.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | +1.1% | +11.1% | -10.0% | -0.3% |
| 30D | +22.2% | -6.9% | +29.1% | +23.1% |
| 3M | +26.0% | +5.5% | +20.5% | +24.3% |
| 6M | +13.2% | +41.0% | -27.8% | +6.1% |
| YTD | -10.8% | +69.3% | -80.1% | -18.5% |
| 1Y | -29.9% | +14.0% | -44.0% | -33.1% |
| All | +66.3% | +93.5% | -27.1% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling