-21.6%
BA vs IBIT
+51.2%
-72.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.4% |
| 7D | -1.4% | -6.8% | +5.4% | -0.2% |
| 30D | -7.9% | -9.9% | +2.0% | -6.3% |
| 3M | -25.2% | +17.5% | -42.7% | -27.5% |
| 6M | -26.7% | -9.1% | -17.6% | -26.0% |
| YTD | -19.6% | -14.9% | -4.7% | -18.5% |
| 1Y | -10.6% | -27.6% | +17.0% | -7.2% |
| All | -21.6% | +51.2% | -72.8% | -25.9% |
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