+58.9%
IBIT vs AEM
+302.0%
-243.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.8% | -6.1% | -2.3% |
| 7D | -2.4% | +17.8% | -20.2% | -5.7% |
| 30D | -9.1% | +6.2% | -15.3% | -10.4% |
| 3M | +15.0% | +12.5% | +2.5% | +12.2% |
| 6M | -6.9% | +4.4% | -11.3% | -8.6% |
| YTD | -14.8% | +19.2% | -34.0% | -18.0% |
| 1Y | -28.1% | +25.5% | -53.6% | -31.2% |
| All | +58.9% | +302.0% | -243.1% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling