-22.5%
BA vs IBIT
+54.0%
-76.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.1% | +2.5% | -1.7% |
| 7D | -0.1% | -5.9% | +5.8% | +0.9% |
| 30D | -9.1% | -11.3% | +2.1% | -7.3% |
| 3M | -28.2% | +17.1% | -45.3% | -30.4% |
| 6M | -23.1% | -7.0% | -16.1% | -22.6% |
| YTD | -20.6% | -13.3% | -7.2% | -19.7% |
| 1Y | -12.7% | -27.0% | +14.3% | -9.5% |
| All | -22.5% | +54.0% | -76.5% | -27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling