+66.7%
IBIT vs ALK
+10.1%
+56.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.0% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +20.6% | -18.5% | +39.1% | +27.6% |
| 3M | +23.7% | -3.6% | +27.2% | +22.9% |
| 6M | +15.0% | -3.7% | +18.7% | +13.0% |
| YTD | -10.6% | -19.0% | +8.4% | -7.2% |
| 1Y | -30.3% | -36.0% | +5.7% | -22.1% |
| All | +66.7% | +10.1% | +56.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling