+66.3%
IBIT vs AEP
+68.8%
-2.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.3% |
| 7D | +1.1% | +0.9% | +0.3% | +1.3% |
| 30D | +22.2% | +1.5% | +20.8% | +22.5% |
| 3M | +26.0% | -1.7% | +27.7% | +25.8% |
| 6M | +13.2% | -4.0% | +17.2% | +12.9% |
| YTD | -10.8% | +10.6% | -21.4% | -9.3% |
| 1Y | -29.9% | +18.6% | -48.6% | -27.7% |
| All | +66.3% | +68.8% | -2.4% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 10y: compounded portfolio wealth divided by compounded AEP 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…
10y analysis · Full analysis span regression · 6 months rolling