-27.5%
IBIT vs BLK
+3.3%
-30.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | +3.0% | -3.6% | +6.7% | +5.0% |
| 30D | +23.1% | -1.0% | +24.1% | +23.6% |
| 3M | +25.6% | +10.4% | +15.2% | +18.5% |
| 6M | +9.1% | +8.2% | +1.0% | +3.6% |
| YTD | -8.9% | +6.0% | -14.9% | -12.0% |
| 1Y | -27.5% | +3.3% | -30.8% | -28.0% |
| All | -27.5% | +3.3% | -30.8% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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