-11.5%
AAL vs IBIT
+58.9%
-70.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.2% |
| 7D | -0.3% | +1.4% | -1.7% | -0.8% |
| 30D | -19.0% | +20.6% | -39.6% | -23.3% |
| 3M | -5.1% | +23.7% | -28.8% | -10.8% |
| 6M | +15.5% | +15.0% | +0.5% | +10.5% |
| YTD | -15.8% | -10.6% | -5.2% | -14.7% |
| 1Y | -0.3% | -30.3% | +30.0% | +8.0% |
| All | -11.5% | +58.9% | -70.4% | -22.1% |
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