-30.0%
IBIT vs AU
+6.3%
-36.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.2% |
| 7D | -9.2% | -7.2% | -2.0% | -7.6% |
| 30D | -15.8% | -2.9% | -12.9% | -15.4% |
| 3M | +8.5% | -8.7% | +17.2% | +10.9% |
| 6M | -13.7% | -14.1% | +0.4% | -11.8% |
| YTD | -21.6% | +4.8% | -26.4% | -23.6% |
| 1Y | -30.0% | +11.9% | -41.8% | -33.6% |
| All | -30.0% | +6.3% | -36.3% | -33.6% |
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