+61.0%
IBIT vs BBAI
+8.3%
+52.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.1% | -14.6% | +13.5% | +0.9% |
| 30D | -9.2% | -11.6% | +2.4% | -7.9% |
| 3M | +17.5% | -26.2% | +43.8% | +21.8% |
| 6M | -7.2% | -49.2% | +42.0% | +0.5% |
| YTD | -13.6% | -58.9% | +45.3% | -4.8% |
| 1Y | -25.1% | -60.8% | +35.7% | -17.6% |
| All | +61.0% | +8.3% | +52.7% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling