-20.7%
IBIT vs BLK
+17.9%
-38.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.4% | -2.5% | -0.2% |
| 7D | -1.8% | +5.7% | -7.5% | -4.8% |
| 30D | -6.7% | +14.8% | -21.5% | -13.7% |
| 3M | +24.6% | +8.8% | +15.8% | +18.4% |
| 6M | -0.2% | +17.6% | -17.8% | -9.7% |
| YTD | -8.7% | +16.3% | -25.0% | -16.6% |
| 1Y | -20.7% | +18.0% | -38.7% | -28.8% |
| All | -20.7% | +17.9% | -38.6% | -28.8% |
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