-27.5%
IBIT vs BKR
+42.5%
-69.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | +3.0% | +1.7% | +1.3% | +2.7% |
| 30D | +23.1% | +3.3% | +19.8% | +22.2% |
| 3M | +25.6% | -3.6% | +29.2% | +26.4% |
| 6M | +9.1% | +5.0% | +4.1% | +7.7% |
| YTD | -8.9% | +40.9% | -49.9% | -18.7% |
| 1Y | -27.5% | +39.2% | -66.7% | -34.8% |
| All | -27.5% | +42.5% | -69.9% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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