+66.7%
IBIT vs AA
+69.2%
-2.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -2.8% |
| 7D | +1.4% | +1.7% | -0.2% | +1.0% |
| 30D | +20.6% | +3.3% | +17.3% | +19.2% |
| 3M | +23.7% | -29.4% | +53.1% | +34.6% |
| 6M | +15.0% | -12.8% | +27.8% | +15.8% |
| YTD | -10.6% | -2.1% | -8.5% | -13.6% |
| 1Y | -30.3% | +62.8% | -93.1% | -42.8% |
| All | +66.7% | +69.2% | -2.6% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling