+61.0%
IBIT vs AA
+29.7%
+31.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.3% | -1.1% |
| 7D | -1.1% | +0.9% | -2.0% | -1.3% |
| 30D | -9.2% | -6.7% | -2.5% | -7.6% |
| 3M | +17.5% | -16.3% | +33.9% | +22.3% |
| 6M | -7.2% | -37.1% | +29.9% | +2.9% |
| YTD | -13.6% | -25.0% | +11.4% | -10.8% |
| 1Y | -25.1% | +8.6% | -33.7% | -31.2% |
| All | +61.0% | +29.7% | +31.3% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling