+46.2%
IBIT vs AGI
+126.5%
-80.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -9.2% | -10.1% | +0.9% | -7.2% |
| 30D | -15.8% | -6.5% | -9.3% | -14.8% |
| 3M | +8.5% | -12.8% | +21.3% | +11.4% |
| 6M | -13.7% | -34.3% | +20.6% | -7.4% |
| YTD | -21.6% | -25.6% | +4.0% | -18.1% |
| 1Y | -30.0% | -14.2% | -15.7% | -28.4% |
| All | +46.2% | +126.5% | -80.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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