-27.6%
IBIT vs AIG
+10.0%
-37.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | -6.8% | +1.4% | -8.2% | -6.9% |
| 30D | -9.9% | +6.6% | -16.5% | -10.4% |
| 3M | +17.5% | +7.9% | +9.7% | +16.7% |
| 6M | -9.1% | +10.4% | -19.5% | -9.9% |
| YTD | -14.9% | -1.3% | -13.6% | -16.1% |
| 1Y | -27.6% | +11.5% | -39.1% | -29.4% |
| All | -27.6% | +10.0% | -37.6% | -29.4% |
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