+29.6%
BKNG vs IBIT
+58.9%
-29.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.9% | -4.9% | -6.5% |
| 7D | -7.9% | +1.4% | -9.3% | -8.0% |
| 30D | -15.9% | +20.6% | -36.5% | -18.0% |
| 3M | +11.1% | +23.7% | -12.6% | +7.8% |
| 6M | -0.7% | +15.0% | -15.7% | -3.0% |
| YTD | -15.4% | -10.6% | -4.8% | -15.0% |
| 1Y | -18.5% | -30.3% | +11.8% | -15.5% |
| All | +29.6% | +58.9% | -29.3% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 all: compounded portfolio wealth divided by compounded IBIT 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…
all analysis · Full analysis span regression · 6 months rolling