-32.8%
IBIT vs BKR
+29.6%
-62.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.7% | +5.3% | -0.5% |
| 7D | -5.8% | -6.7% | +0.9% | -4.9% |
| 30D | +21.5% | -8.3% | +29.9% | +22.9% |
| 3M | +24.5% | -5.4% | +29.9% | +25.4% |
| 6M | +10.0% | +0.8% | +9.2% | +8.8% |
| YTD | -12.0% | +31.8% | -43.9% | -20.9% |
| All | -32.8% | +29.6% | -62.4% | -39.2% |
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