-2.9%
AAL vs IBIT
+51.5%
-54.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.7% | +7.8% |
| 7D | +8.3% | -2.4% | +10.6% | +9.0% |
| 30D | +11.0% | -9.1% | +20.1% | +13.8% |
| 3M | -11.2% | +15.0% | -26.2% | -14.8% |
| 6M | +6.1% | -6.9% | +13.0% | +7.5% |
| YTD | -7.6% | -14.8% | +7.1% | -5.3% |
| 1Y | +3.7% | -28.1% | +31.9% | +11.4% |
| All | -2.9% | +51.5% | -54.4% | -13.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling