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AIE.L vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

AIE.L vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Ashoka India Equity Investment Trust plc (AIE.L) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AIE.L is traded in GBp, while BTC-USD is traded in USD. To make them comparable, the BTC-USD values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, AIE.L achieves a -7.17% return, which is significantly higher than BTC-USD's -27.95% return.


AIE.L

1D
-0.79%
1M
4.99%
6M
-4.90%
YTD
-7.17%
1Y
-11.09%
3Y*
7.02%
5Y*
9.42%
10Y*

BTC-USD

1D
-1.79%
1M
-1.29%
6M
-30.91%
YTD
-27.95%
1Y
-47.05%
3Y*
26.40%
5Y*
14.59%
10Y*
57.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AIE.L vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
AIE.L
Ashoka India Equity Investment Trust plc
-7.17%-9.33%23.46%26.56%-6.34%49.64%26.27%18.90%-12.18%
BTC-USD
Bitcoin
-27.95%-12.95%125.81%140.73%-59.81%60.91%292.68%86.71%-41.43%

Correlation

The correlation between AIE.L and BTC-USD is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.00

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2018

0.03

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Return for Risk

AIE.L vs. BTC-USD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIE.L
AIE.L Risk / Return Rank: 2323
Overall Rank
AIE.L Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
AIE.L Sortino Ratio Rank: 1818
Sortino Ratio Rank
AIE.L Omega Ratio Rank: 2020
Omega Ratio Rank
AIE.L Calmar Ratio Rank: 2929
Calmar Ratio Rank
AIE.L Martin Ratio Rank: 2727
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 1818
Overall Rank
BTC-USD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 2626
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 2222
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 3434
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIE.L vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ashoka India Equity Investment Trust plc (AIE.L) and Bitcoin (BTC-USD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AIE.LBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+1.00

Omega ratioGain probability vs. loss probability

0.92

0.82

+0.11

Calmar ratioReturn relative to maximum drawdown

-0.45

-0.90

+0.45

Martin ratioReturn relative to average drawdown

-0.88

-1.45

+0.57

AIE.L vs. BTC-USD - Sharpe Ratio Comparison

The current AIE.L Sharpe Ratio is -0.55, which is higher than the BTC-USD Sharpe Ratio of -1.13. The chart below compares the historical Sharpe Ratios of AIE.L and BTC-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AIE.L vs. BTC-USD - Drawdown Comparison

The maximum AIE.L drawdown since its inception was -41.42%, smaller than the maximum BTC-USD drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for AIE.L and BTC-USD.


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Drawdown Indicators


AIE.LBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-41.42%

-84.19%

+42.77%

Max Drawdown (1Y)

Largest decline over 1 year

-24.78%

-52.30%

+27.52%

Max Drawdown (3Y)

Largest decline over 3 years

-29.77%

-52.30%

+22.53%

Max Drawdown (5Y)

Largest decline over 5 years

-29.77%

-73.24%

+43.47%

Max Drawdown (10Y)

Largest decline over 10 years

-82.15%

Current Drawdown

Current decline from peak

-18.28%

-49.43%

+31.15%

Average Drawdown

Average peak-to-trough decline

-8.50%

-40.53%

+32.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.54%

30.11%

-17.57%

Volatility

AIE.L vs. BTC-USD - Volatility Comparison

The current volatility for Ashoka India Equity Investment Trust plc (AIE.L) is 6.51%, while Bitcoin (BTC-USD) has a volatility of 8.39%. This indicates that AIE.L experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AIE.LBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.51%

8.39%

-1.88%

Volatility (6M)

Calculated over the trailing 6-month period

16.96%

34.21%

-17.25%

Volatility (1Y)

Calculated over the trailing 1-year period

20.31%

34.50%

-14.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.89%

43.78%

-21.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.35%

55.36%

-31.01%

Frequently Asked Questions


AIE.L and BTC-USD have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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Find the right allocation for AIE.L and BTC-USD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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