+46.2%
IBIT vs ASX
+339.1%
-292.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -3.0% |
| 7D | -9.2% | +12.4% | -21.6% | -11.7% |
| 30D | -15.8% | -19.8% | +4.0% | -12.1% |
| 3M | +8.5% | -10.3% | +18.8% | +9.9% |
| 6M | -13.7% | +1.2% | -14.9% | -17.3% |
| YTD | -21.6% | +123.0% | -144.6% | -41.3% |
| 1Y | -30.0% | +145.4% | -175.4% | -49.1% |
| All | +46.2% | +339.1% | -292.8% | -11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling