+58.6%
IBIT vs AU
+500.0%
-441.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.7% |
| 7D | -6.8% | +4.7% | -11.5% | -7.6% |
| 30D | -9.9% | -1.5% | -8.3% | -9.8% |
| 3M | +17.5% | -5.0% | +22.5% | +18.4% |
| 6M | -9.1% | -13.5% | +4.4% | -8.0% |
| YTD | -14.9% | +11.7% | -26.7% | -16.7% |
| 1Y | -27.6% | +21.3% | -48.9% | -29.8% |
| All | +58.6% | +500.0% | -441.4% | +31.4% |
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