-29.9%
IBIT vs AGI
-12.3%
-17.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.3% | -3.3% |
| 7D | -6.2% | -7.5% | +1.3% | -4.3% |
| 30D | -14.4% | -9.9% | -4.5% | -12.3% |
| 3M | +12.5% | -14.2% | +26.6% | +16.8% |
| 6M | -11.9% | -35.2% | +23.3% | -2.7% |
| YTD | -18.7% | -25.2% | +6.5% | -16.8% |
| 1Y | -29.9% | -14.3% | -15.6% | -33.8% |
| All | -29.9% | -12.3% | -17.6% | -33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling