-20.7%
IBIT vs AVTR
+37.4%
-58.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.8% |
| 7D | -1.8% | -6.2% | +4.5% | -0.6% |
| 30D | -6.7% | -1.0% | -5.6% | -6.5% |
| 3M | +24.6% | +14.4% | +10.2% | +21.6% |
| 6M | -0.2% | +95.9% | -96.0% | -12.5% |
| YTD | -8.7% | +36.6% | -45.3% | -12.7% |
| 1Y | -20.7% | +35.1% | -55.9% | -24.0% |
| All | -20.7% | +37.4% | -58.1% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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