+66.7%
IBIT vs AEM
+304.1%
-237.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.6% |
| 7D | +1.4% | +4.3% | -2.9% | +0.6% |
| 30D | +20.6% | +13.1% | +7.5% | +18.0% |
| 3M | +23.7% | +24.8% | -1.1% | +18.6% |
| 6M | +15.0% | -8.2% | +23.2% | +15.1% |
| YTD | -10.6% | +19.8% | -30.4% | -13.8% |
| 1Y | -30.3% | +32.1% | -62.4% | -33.5% |
| All | +66.7% | +304.1% | -237.4% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling