-23.0%
BA vs IBIT
+44.5%
-67.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.7% | -1.0% |
| 7D | -0.6% | -6.2% | +5.7% | +0.5% |
| 30D | -8.0% | -14.4% | +6.4% | -5.6% |
| 3M | -25.8% | +12.5% | -38.3% | -27.6% |
| 6M | -27.6% | -11.9% | -15.7% | -26.5% |
| YTD | -21.0% | -18.7% | -2.3% | -19.3% |
| 1Y | -12.3% | -29.9% | +17.7% | -8.4% |
| All | -23.0% | +44.5% | -67.4% | -26.6% |
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