-10.6%
BA vs IBIT
-23.0%
+12.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | +1.6% |
| 7D | +5.9% | -1.8% | +7.7% | +6.2% |
| 30D | -8.2% | -6.7% | -1.5% | -6.9% |
| 3M | -25.4% | +24.6% | -49.9% | -29.2% |
| 6M | -20.0% | -0.2% | -19.9% | -20.6% |
| YTD | -18.5% | -8.7% | -9.8% | -17.8% |
| 1Y | -10.6% | -20.7% | +10.1% | -5.3% |
| All | -10.6% | -23.0% | +12.4% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling