+69.8%
IBIT vs ALK
+13.7%
+56.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -4.0% | -2.9% |
| 7D | +3.0% | -0.7% | +3.7% | +3.2% |
| 30D | +23.1% | -19.2% | +42.3% | +30.6% |
| 3M | +25.6% | -1.5% | +27.1% | +24.1% |
| 6M | +9.1% | -13.1% | +22.2% | +11.2% |
| YTD | -8.9% | -16.4% | +7.5% | -6.3% |
| 1Y | -27.5% | -33.1% | +5.6% | -20.0% |
| All | +69.8% | +13.7% | +56.2% | +42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling