+69.8%
IBIT vs AEE
+57.6%
+12.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +3.0% | +0.3% | +2.7% | +3.0% |
| 30D | +23.1% | -2.3% | +25.4% | +23.4% |
| 3M | +25.6% | +0.2% | +25.4% | +24.8% |
| 6M | +9.1% | -4.1% | +13.2% | +9.6% |
| YTD | -8.9% | +8.9% | -17.8% | -11.0% |
| 1Y | -27.5% | +9.3% | -36.8% | -29.1% |
| All | +69.8% | +57.6% | +12.2% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling