+66.7%
IBIT vs BLK
+46.0%
+20.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -0.7% |
| 7D | +1.4% | -2.4% | +3.8% | +3.0% |
| 30D | +20.6% | -3.1% | +23.7% | +22.8% |
| 3M | +23.7% | +10.7% | +13.0% | +15.4% |
| 6M | +15.0% | +15.9% | -0.9% | +3.6% |
| YTD | -10.6% | +4.0% | -14.6% | -13.5% |
| 1Y | -30.3% | +1.3% | -31.6% | -31.7% |
| All | +66.7% | +46.0% | +20.7% | +23.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling