+56.6%
BABA vs IBIT
+54.0%
+2.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.1% | +7.7% | +3.5% |
| 7D | +8.6% | -5.9% | +14.4% | +9.6% |
| 30D | -1.1% | -11.3% | +10.2% | +0.8% |
| 3M | -15.9% | +17.1% | -33.0% | -18.4% |
| 6M | -17.5% | -7.0% | -10.5% | -16.9% |
| YTD | -25.6% | -13.3% | -12.3% | -24.6% |
| 1Y | -33.8% | -27.0% | -6.9% | -31.2% |
| All | +56.6% | +54.0% | +2.5% | +51.7% |
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