+99.0%
CAT vs IBIT
+53.5%
+45.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -10.3% | -1.1% | -9.2% | -10.1% |
| 30D | -31.2% | -9.2% | -22.0% | -29.9% |
| 3M | -34.7% | +17.5% | -52.2% | -36.7% |
| 6M | -39.5% | -7.2% | -32.3% | -38.8% |
| YTD | -1.7% | -13.6% | +12.0% | -0.2% |
| 1Y | -1.1% | -25.1% | +24.0% | +2.6% |
| All | +99.0% | +53.5% | +45.5% | +85.6% |
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