+61.6%
IBIT vs BAM
+47.7%
+13.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.0% | -2.0% | -3.4% |
| 7D | -5.9% | +7.9% | -13.8% | -9.8% |
| 30D | -11.3% | +16.0% | -27.3% | -18.5% |
| 3M | +17.1% | +0.6% | +16.5% | +16.0% |
| 6M | -7.0% | +10.5% | -17.5% | -13.2% |
| YTD | -13.3% | +3.2% | -16.6% | -16.2% |
| 1Y | -27.0% | +1.0% | -28.0% | -28.5% |
| All | +61.6% | +47.7% | +13.9% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling