+66.7%
IBIT vs ACI
-42.5%
+109.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.4% | -1.8% |
| 7D | +1.4% | -2.6% | +4.0% | +1.5% |
| 30D | +20.6% | +1.1% | +19.5% | +20.6% |
| 3M | +23.7% | -23.6% | +47.3% | +23.5% |
| 6M | +15.0% | -29.9% | +44.9% | +15.0% |
| YTD | -10.6% | -26.9% | +16.3% | -11.0% |
| 1Y | -30.3% | -34.2% | +3.9% | -29.7% |
| All | +66.7% | -42.5% | +109.2% | +92.9% |
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