+66.3%
IBIT vs AGI
+192.1%
-125.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | +1.1% | +2.2% | -1.1% | +0.7% |
| 30D | +22.2% | +11.3% | +11.0% | +19.8% |
| 3M | +26.0% | +5.6% | +20.4% | +24.0% |
| 6M | +13.2% | -27.7% | +40.9% | +18.6% |
| YTD | -10.8% | -4.1% | -6.7% | -11.3% |
| 1Y | -29.9% | +13.8% | -43.7% | -32.3% |
| All | +66.3% | +192.1% | -125.8% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling