+69.8%
IBIT vs BAM
+42.4%
+27.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.8% |
| 7D | +3.0% | -2.0% | +5.0% | +4.2% |
| 30D | +23.1% | -2.9% | +26.0% | +24.7% |
| 3M | +25.6% | +9.4% | +16.2% | +18.4% |
| 6M | +9.1% | +10.8% | -1.6% | +1.7% |
| YTD | -8.9% | -0.4% | -8.5% | -9.9% |
| 1Y | -27.5% | -10.9% | -16.6% | -23.7% |
| All | +69.8% | +42.4% | +27.4% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling