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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 1.96% return, which is significantly higher than BTC-USD's -27.60% return.


ARB

1D
0.26%
1M
0.71%
YTD
1.96%
6M
2.49%
1Y
5.08%
3Y*
6.47%
5Y*
3.93%
10Y*

BTC-USD

1D
-1.08%
1M
-21.71%
YTD
-27.60%
6M
-31.22%
1Y
-39.53%
3Y*
35.01%
5Y*
12.25%
10Y*
59.71%
*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
1.96%6.05%4.07%3.85%2.67%3.16%3.78%
BTC-USD
Bitcoin
-27.60%-6.27%120.76%155.82%-64.23%59.40%189.76%

Correlation

The correlation between ARB and BTC-USD is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

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

0.13

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

0.17

Correlation (All Time)
Calculated using the full available price history since May 8, 2020

0.16

The correlation between ARB and BTC-USD shifts across timeframes, from 0.13 (3 years) to 0.23 (1 year), reflecting how their relationship changes across market environments.

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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: 7272
Overall Rank
ARB Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
ARB Sortino Ratio Rank: 6262
Sortino Ratio Rank
ARB Omega Ratio Rank: 6060
Omega Ratio Rank
ARB Calmar Ratio Rank: 9494
Calmar Ratio Rank
ARB Martin Ratio Rank: 9191
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3030
Overall Rank
BTC-USD Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3434
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3232
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4848
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 2121
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.


ARBBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.68

Sortino ratioReturn per unit of downside risk

+4.15

Omega ratioGain probability vs. loss probability

1.36

0.87

+0.49

Calmar ratioReturn relative to maximum drawdown

7.43

-0.80

+8.23

Martin ratioReturn relative to average drawdown

21.63

-1.39

+23.02

ARB vs. BTC-USD - Sharpe Ratio Comparison

The current ARB Sharpe Ratio is 1.76, which is higher than the BTC-USD Sharpe Ratio of -0.92. 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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Sharpe Ratios by Period


ARBBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

-0.92

+2.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

0.23

+0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

1.13

-0.17

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

-0.69%

-49.65%

+48.96%

Max Drawdown (3Y)

Largest decline over 3 years

-2.13%

-49.65%

+47.52%

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

-0.24%

-49.21%

+48.97%

Average Drawdown

Average peak-to-trough decline

-0.94%

-42.28%

+41.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.24%

33.87%

-33.63%

Volatility

ARB vs. BTC-USD - Volatility Comparison

The current volatility for AltShares Merger Arbitrage ETF (ARB) is 1.29%, while Bitcoin (BTC-USD) has a volatility of 10.14%. 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

1.29%

10.14%

-8.85%

Volatility (6M)

Calculated over the trailing 6-month period

2.39%

34.17%

-31.78%

Volatility (1Y)

Calculated over the trailing 1-year period

2.90%

35.51%

-32.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.40%

44.98%

-40.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.40%

56.69%

-52.29%

Frequently Asked Questions


ARB and BTC-USD have a correlation of 0.23, 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 (10.14%) compared to ARB (1.29%). In terms of maximum drawdown, ARB dropped -5.60% vs BTC-USD's -85.30%.

ARB currently has the higher Sharpe Ratio (1.76 vs -0.92), 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

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