+51.6%
IBIT vs ACI
-36.8%
+88.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.4% |
| 7D | -6.2% | -0.5% | -5.8% | -6.2% |
| 30D | -14.4% | +4.9% | -19.3% | -14.3% |
| 3M | +12.5% | +11.1% | +1.4% | +12.5% |
| 6M | -11.9% | -14.9% | +3.0% | -11.9% |
| YTD | -18.7% | -19.6% | +0.9% | -19.0% |
| 1Y | -29.9% | -22.7% | -7.2% | -29.9% |
| All | +51.6% | -36.8% | +88.4% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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