-32.3%
IBIT vs JAAA
+4.7%
-37.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.1% |
| 7D | -5.8% | +0.1% | -5.8% | -6.7% |
| 30D | +21.5% | +0.4% | +21.1% | +15.1% |
| 3M | +24.5% | +1.2% | +23.3% | +6.6% |
| 6M | +10.0% | +2.7% | +7.3% | -22.3% |
| YTD | -12.0% | +3.2% | -15.2% | -37.6% |
| 1Y | -32.3% | +4.8% | -37.1% | -53.3% |
| All | -32.3% | +4.7% | -37.1% | -53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling