+66.3%
IBIT vs AON
+3.7%
+62.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | 0.0% |
| 7D | +1.1% | -7.9% | +9.1% | +1.6% |
| 30D | +22.2% | -14.6% | +36.9% | +23.3% |
| 3M | +26.0% | -7.9% | +33.9% | +26.1% |
| 6M | +13.2% | -8.0% | +21.2% | +13.1% |
| YTD | -10.8% | -13.2% | +2.4% | -10.1% |
| 1Y | -29.9% | -16.4% | -13.5% | -29.0% |
| All | +66.3% | +3.7% | +62.6% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling