+66.3%
IBIT vs AU
+607.9%
-541.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.3% |
| 7D | +1.1% | +0.6% | +0.5% | +1.1% |
| 30D | +22.2% | +12.3% | +9.9% | +20.3% |
| 3M | +26.0% | +29.4% | -3.3% | +21.3% |
| 6M | +13.2% | +3.2% | +10.0% | +11.4% |
| YTD | -10.8% | +31.8% | -42.6% | -14.7% |
| 1Y | -29.9% | +83.4% | -113.3% | -35.4% |
| All | +66.3% | +607.9% | -541.5% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling