+7.7%
AAL vs IBIT
-23.0%
+30.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.4% | +5.6% |
| 7D | +8.3% | -1.8% | +10.1% | +8.8% |
| 30D | +6.2% | -6.7% | +12.9% | +7.8% |
| 3M | -17.7% | +24.6% | -42.3% | -21.9% |
| 6M | +15.4% | -0.2% | +15.6% | +15.6% |
| YTD | -11.1% | -8.7% | -2.4% | -12.2% |
| 1Y | +7.7% | -20.7% | +28.5% | +11.8% |
| All | +7.7% | -23.0% | +30.8% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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