+113.8%
CAT vs IBIT
+39.4%
+74.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.2% |
| 7D | +7.4% | -9.2% | +16.6% | +9.4% |
| 30D | -19.7% | -15.8% | -3.9% | -17.0% |
| 3M | -29.6% | +8.5% | -38.1% | -30.7% |
| 6M | -33.2% | -13.7% | -19.5% | -31.5% |
| YTD | +5.7% | -21.6% | +27.2% | +9.2% |
| 1Y | +9.3% | -30.0% | +39.3% | +14.9% |
| All | +113.8% | +39.4% | +74.4% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling