-30.0%
IBIT vs BAX
+38.8%
-68.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.5% |
| 7D | -9.2% | +0.1% | -9.3% | -9.2% |
| 30D | -15.8% | +4.1% | -19.9% | -16.0% |
| 3M | +8.5% | -4.5% | +13.1% | +8.7% |
| 6M | -13.7% | +49.2% | -62.9% | -15.4% |
| YTD | -21.6% | +35.2% | -56.8% | -21.9% |
| 1Y | -30.0% | +38.3% | -68.2% | -30.1% |
| All | -30.0% | +38.8% | -68.8% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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