+64.4%
IBIT vs BKR
+99.6%
-35.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -3.2% | -7.0% | +3.8% | -1.4% |
| 30D | +22.0% | -8.1% | +30.1% | +24.5% |
| 3M | +21.4% | -6.6% | +28.0% | +23.3% |
| 6M | +9.2% | +0.9% | +8.4% | +7.6% |
| YTD | -11.8% | +31.1% | -42.9% | -21.1% |
| 1Y | -32.7% | +27.7% | -60.4% | -39.4% |
| All | +64.4% | +99.6% | -35.2% | +34.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling