-31.4%
IBIT vs AON
-16.1%
-15.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | -0.5% |
| 7D | +1.1% | -7.9% | +9.1% | +0.6% |
| 30D | +22.2% | -14.6% | +36.9% | +20.9% |
| 3M | +26.0% | -7.9% | +33.9% | +24.9% |
| 6M | +13.2% | -8.0% | +21.2% | +12.1% |
| YTD | -10.8% | -13.2% | +2.4% | -11.6% |
| All | -31.4% | -16.1% | -15.3% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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