-20.7%
IBIT vs AU
+42.5%
-63.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.0% | -5.1% | +1.0% |
| 7D | -1.8% | +0.8% | -2.5% | -2.0% |
| 30D | -6.7% | -7.0% | +0.3% | -5.2% |
| 3M | +24.6% | +8.5% | +16.0% | +22.9% |
| 6M | -0.2% | -1.3% | +1.1% | -0.2% |
| YTD | -8.7% | +6.8% | -15.5% | -11.3% |
| 1Y | -20.7% | +44.6% | -65.3% | -29.9% |
| All | -20.7% | +42.5% | -63.2% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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