+66.7%
IBIT vs BKR
+116.0%
-49.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.5% | -2.0% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | +20.6% | +3.9% | +16.8% | +19.1% |
| 3M | +23.7% | -1.1% | +24.7% | +23.8% |
| 6M | +15.0% | +7.6% | +7.4% | +11.4% |
| YTD | -10.6% | +41.9% | -52.5% | -21.6% |
| 1Y | -30.3% | +42.2% | -72.6% | -39.2% |
| All | +66.7% | +116.0% | -49.3% | +33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling