+64.4%
IBIT vs AJG
+7.0%
+57.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.3% |
| 7D | -3.2% | -8.3% | +5.0% | -2.7% |
| 30D | +22.0% | -5.7% | +27.6% | +22.4% |
| 3M | +21.4% | +9.1% | +12.3% | +20.6% |
| 6M | +9.2% | +15.2% | -6.0% | +7.8% |
| YTD | -11.8% | -6.3% | -5.5% | -10.9% |
| 1Y | -32.7% | -19.1% | -13.6% | -30.2% |
| All | +64.4% | +7.0% | +57.4% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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