-22.6%
BA vs IBIT
+51.5%
-74.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | -1.7% | -2.4% | +0.7% | -1.3% |
| 30D | -9.5% | -9.1% | -0.4% | -8.0% |
| 3M | -26.5% | +15.0% | -41.5% | -28.5% |
| 6M | -27.4% | -6.9% | -20.5% | -26.9% |
| YTD | -20.6% | -14.8% | -5.8% | -19.5% |
| 1Y | -11.4% | -28.1% | +16.7% | -7.9% |
| All | -22.6% | +51.5% | -74.0% | -26.8% |
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