+58.6%
IBIT vs AIG
+30.7%
+28.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | -6.8% | +1.4% | -8.2% | -7.1% |
| 30D | -9.9% | +6.6% | -16.5% | -11.3% |
| 3M | +17.5% | +7.9% | +9.7% | +15.2% |
| 6M | -9.1% | +10.4% | -19.5% | -11.6% |
| YTD | -14.9% | -1.3% | -13.6% | -14.8% |
| 1Y | -27.6% | +11.5% | -39.1% | -30.3% |
| All | +58.6% | +30.7% | +28.0% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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