+474.5%
AAOI vs IBIT
+56.7%
+417.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -0.2% | -3.2% | +3.1% | +1.8% |
| 30D | -23.7% | +22.0% | -45.7% | -33.8% |
| 3M | -39.0% | +21.4% | -60.4% | -46.3% |
| 6M | -17.0% | +9.2% | -26.3% | -22.5% |
| YTD | +202.2% | -11.8% | +214.1% | +217.2% |
| 1Y | +292.4% | -32.7% | +325.1% | +393.4% |
| All | +474.5% | +56.7% | +417.8% | +357.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling