+58.9%
IBIT vs JAAA
+17.1%
+41.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.4% | +0.1% | -2.4% | -2.7% |
| 30D | -9.1% | +0.4% | -9.5% | -11.2% |
| 3M | +15.0% | +1.1% | +13.9% | +7.6% |
| 6M | -6.9% | +2.3% | -9.2% | -18.4% |
| YTD | -14.8% | +3.9% | -18.7% | -31.2% |
| 1Y | -28.1% | +4.8% | -32.9% | -44.4% |
| All | +58.9% | +17.1% | +41.8% | +32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling