-9.7%
AAL vs IBIT
+39.4%
-49.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.5% | -0.1% |
| 7D | -0.1% | -9.2% | +9.1% | +2.6% |
| 30D | +11.7% | -15.8% | +27.5% | +17.0% |
| 3M | -12.5% | +8.5% | -21.1% | -14.8% |
| 6M | +3.6% | -13.7% | +17.3% | +7.3% |
| YTD | -14.1% | -21.6% | +7.5% | -9.9% |
| 1Y | +0.8% | -30.0% | +30.7% | +8.9% |
| All | -9.7% | +39.4% | -49.1% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling