-10.0%
AAL vs IBIT
+61.9%
-71.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.7% | +1.9% |
| 7D | -3.7% | +3.0% | -6.8% | -4.6% |
| 30D | -20.8% | +23.1% | -43.9% | -25.4% |
| 3M | -1.3% | +25.6% | -26.8% | -7.7% |
| 6M | +5.4% | +9.1% | -3.8% | +2.3% |
| YTD | -14.4% | -8.9% | -5.4% | -13.7% |
| 1Y | +2.1% | -27.5% | +29.6% | +9.4% |
| All | -10.0% | +61.9% | -71.9% | -21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling