+66.7%
IBIT vs AEE
+58.0%
+8.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.8% | -2.0% |
| 7D | +1.4% | +1.3% | +0.1% | +1.3% |
| 30D | +20.6% | -1.2% | +21.9% | +20.8% |
| 3M | +23.7% | +1.0% | +22.7% | +23.0% |
| 6M | +15.0% | -2.3% | +17.3% | +15.1% |
| YTD | -10.6% | +9.1% | -19.7% | -12.6% |
| 1Y | -30.3% | +10.6% | -40.9% | -32.0% |
| All | +66.7% | +58.0% | +8.7% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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