-23.0%
BA vs IBIT
+39.4%
-62.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +0.6% |
| 7D | -1.1% | -9.2% | +8.1% | +0.5% |
| 30D | -7.1% | -15.8% | +8.7% | -4.4% |
| 3M | -25.5% | +8.5% | -34.1% | -26.9% |
| 6M | -28.7% | -13.7% | -15.0% | -27.4% |
| YTD | -21.0% | -21.6% | +0.6% | -18.8% |
| 1Y | -11.9% | -30.0% | +18.1% | -7.9% |
| All | -23.0% | +39.4% | -62.3% | -26.2% |
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