+51.6%
IBIT vs BBAI
+1.0%
+50.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -10.0% | +5.5% | -3.1% |
| 7D | -6.2% | -6.8% | +0.6% | -5.4% |
| 30D | -14.4% | -13.4% | -1.0% | -13.0% |
| 3M | +12.5% | -36.5% | +49.0% | +18.8% |
| 6M | -11.9% | -50.6% | +38.7% | -4.3% |
| YTD | -18.7% | -61.7% | +43.0% | -9.7% |
| 1Y | -29.9% | -71.1% | +41.2% | -20.0% |
| All | +51.6% | +1.0% | +50.6% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling