-30.0%
IBIT vs AEM
+3.6%
-33.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | -6.8% | -2.3% | -7.3% |
| 30D | -15.8% | +0.8% | -16.6% | -16.3% |
| 3M | +8.5% | -0.8% | +9.4% | +8.4% |
| 6M | -13.7% | -8.5% | -5.2% | -12.8% |
| YTD | -21.6% | +5.9% | -27.5% | -27.8% |
| 1Y | -30.0% | +6.6% | -36.6% | -36.7% |
| All | -30.0% | +3.6% | -33.5% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling