+46.2%
IBIT vs JAAA
+17.2%
+29.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.6% | -3.8% |
| 7D | -9.2% | +0.1% | -9.3% | -9.7% |
| 30D | -15.8% | +0.4% | -16.2% | -17.9% |
| 3M | +8.5% | +1.2% | +7.3% | +1.1% |
| 6M | -13.7% | +2.3% | -16.0% | -24.6% |
| YTD | -21.6% | +4.0% | -25.6% | -37.1% |
| 1Y | -30.0% | +4.8% | -34.8% | -45.9% |
| All | +46.2% | +17.2% | +29.0% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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