-27.6%
IBIT vs AEM
+11.3%
-38.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +2.0% |
| 7D | -6.8% | +1.4% | -8.2% | -7.4% |
| 30D | -9.9% | -1.2% | -8.7% | -9.9% |
| 3M | +17.5% | +2.5% | +15.0% | +16.1% |
| 6M | -9.1% | -5.1% | -4.0% | -9.1% |
| YTD | -14.9% | +10.4% | -25.3% | -22.7% |
| 1Y | -27.6% | +11.8% | -39.4% | -35.5% |
| All | -27.6% | +11.3% | -38.9% | -35.5% |
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