-29.9%
IBIT vs AIG
-2.4%
-27.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | +1.1% | -1.4% | +2.6% | +1.4% |
| 30D | +22.2% | -3.3% | +25.6% | +22.8% |
| 3M | +26.0% | +2.2% | +23.9% | +25.7% |
| 6M | +13.2% | -2.1% | +15.3% | +13.0% |
| YTD | -10.8% | -11.2% | +0.4% | -9.8% |
| 1Y | -29.9% | -2.1% | -27.8% | -31.1% |
| All | -29.9% | -2.4% | -27.6% | -31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling