-27.6%
IBIT vs BAM
+2.1%
-29.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.1% | +2.1% |
| 7D | -6.8% | -2.9% | -4.0% | -5.6% |
| 30D | -9.9% | +14.7% | -24.5% | -15.6% |
| 3M | +17.5% | -4.1% | +21.7% | +19.8% |
| 6M | -9.1% | +9.6% | -18.7% | -13.9% |
| YTD | -14.9% | +3.4% | -18.3% | -17.5% |
| 1Y | -27.6% | +1.0% | -28.6% | -28.8% |
| All | -27.6% | +2.1% | -29.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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