+69.8%
IBIT vs AIG
+19.4%
+50.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.2% |
| 7D | +3.0% | -0.9% | +4.0% | +3.3% |
| 30D | +23.1% | -4.9% | +28.0% | +24.7% |
| 3M | +25.6% | +4.5% | +21.1% | +23.9% |
| 6M | +9.1% | -1.4% | +10.6% | +9.3% |
| YTD | -8.9% | -9.8% | +0.9% | -6.6% |
| 1Y | -27.5% | -4.5% | -22.9% | -27.1% |
| All | +69.8% | +19.4% | +50.5% | +49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling