+58.9%
IBIT vs AA
+37.2%
+21.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.8% | -7.1% | -2.8% |
| 7D | -2.4% | +4.8% | -7.2% | -3.6% |
| 30D | -9.1% | -0.6% | -8.4% | -9.0% |
| 3M | +15.0% | -16.3% | +31.3% | +19.7% |
| 6M | -6.9% | -33.4% | +26.5% | +1.6% |
| YTD | -14.8% | -20.7% | +5.9% | -13.3% |
| 1Y | -28.1% | +12.9% | -41.1% | -34.6% |
| All | +58.9% | +37.2% | +21.8% | +22.7% |
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