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ARB vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

ARB vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AltShares Merger Arbitrage ETF (ARB) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ARB achieves a 2.13% return, which is significantly higher than BTC-USD's -28.58% return.


ARB

1D
-0.08%
1M
0.13%
6M
2.31%
YTD
2.13%
1Y
4.44%
3Y*
5.62%
5Y*
4.15%
10Y*

BTC-USD

1D
-1.96%
1M
-3.01%
6M
-31.47%
YTD
-28.58%
1Y
-47.54%
3Y*
27.25%
5Y*
13.75%
10Y*
57.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARB vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ARB
AltShares Merger Arbitrage ETF
2.13%6.05%4.07%3.85%2.67%3.16%3.77%
BTC-USD
Bitcoin
-28.58%-6.27%120.76%155.82%-64.23%59.40%216.63%

Correlation

The correlation between ARB and BTC-USD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.13

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

0.16

Correlation (All Time)
Calculated using the full available price history since May 7, 2020

0.16

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Return for Risk

ARB vs. BTC-USD — Risk / Return Rank

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

ARB
ARB Risk / Return Rank: 6262
Overall Rank
ARB Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
ARB Sortino Ratio Rank: 5151
Sortino Ratio Rank
ARB Omega Ratio Rank: 5555
Omega Ratio Rank
ARB Calmar Ratio Rank: 7272
Calmar Ratio Rank
ARB Martin Ratio Rank: 8585
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.

ARB vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AltShares Merger Arbitrage ETF (ARB) 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.


ARBBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.43

Sortino ratioReturn per unit of downside risk

+3.71

Omega ratioGain probability vs. loss probability

1.27

0.83

+0.45

Calmar ratioReturn relative to maximum drawdown

2.89

-0.90

+3.79

Martin ratioReturn relative to average drawdown

13.62

-1.46

+15.07

ARB vs. BTC-USD - Sharpe Ratio Comparison

The current ARB Sharpe Ratio is 1.32, which is higher than the BTC-USD Sharpe Ratio of -1.11. The chart below compares the historical Sharpe Ratios of ARB 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

ARB vs. BTC-USD - Drawdown Comparison

The maximum ARB drawdown since its inception was -5.60%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for ARB and BTC-USD.


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Drawdown Indicators


ARBBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-5.60%

-85.30%

+79.70%

Max Drawdown (1Y)

Largest decline over 1 year

-1.54%

-53.08%

+51.54%

Max Drawdown (3Y)

Largest decline over 3 years

-2.13%

-53.08%

+50.95%

Max Drawdown (5Y)

Largest decline over 5 years

-5.60%

-76.67%

+71.07%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

Current Drawdown

Current decline from peak

-0.57%

-49.89%

+49.32%

Average Drawdown

Average peak-to-trough decline

-0.94%

-42.55%

+41.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.33%

28.99%

-28.66%

Volatility

ARB vs. BTC-USD - Volatility Comparison

The current volatility for AltShares Merger Arbitrage ETF (ARB) is 1.82%, while Bitcoin (BTC-USD) has a volatility of 8.86%. This indicates that ARB 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


ARBBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.82%

8.86%

-7.04%

Volatility (6M)

Calculated over the trailing 6-month period

2.99%

34.96%

-31.97%

Volatility (1Y)

Calculated over the trailing 1-year period

3.40%

35.56%

-32.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.49%

43.94%

-39.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.44%

56.32%

-51.88%

Frequently Asked Questions


ARB and BTC-USD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (8.86%) compared to ARB (1.82%). In terms of maximum drawdown, ARB dropped -5.60% vs BTC-USD's -85.30%.

ARB currently has the higher Sharpe Ratio (1.32 vs -1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ARB 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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