-25.1%
IBIT vs ASX
+105.3%
-130.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.8% | -1.6% |
| 7D | -1.1% | -19.9% | +18.8% | +2.8% |
| 30D | -9.2% | -30.9% | +21.7% | -3.1% |
| 3M | +17.5% | -15.1% | +32.6% | +20.4% |
| 6M | -7.2% | -6.5% | -0.7% | -9.7% |
| YTD | -13.6% | +98.4% | -112.1% | -39.8% |
| 1Y | -25.1% | +107.9% | -133.0% | -50.6% |
| All | -25.1% | +105.3% | -130.4% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling