-12.3%
BA vs IBIT
-32.1%
+19.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.7% | -0.8% |
| 7D | -0.6% | -6.2% | +5.7% | +0.8% |
| 30D | -8.0% | -14.4% | +6.4% | -5.1% |
| 3M | -25.8% | +12.5% | -38.3% | -28.3% |
| 6M | -27.6% | -11.9% | -15.7% | -26.2% |
| YTD | -21.0% | -18.7% | -2.3% | -18.1% |
| 1Y | -12.3% | -29.9% | +17.7% | -3.3% |
| All | -12.3% | -32.1% | +19.9% | -3.3% |
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