+64.4%
IBIT vs BLK
+43.9%
+20.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.8% |
| 7D | -3.2% | -3.3% | +0.1% | -1.2% |
| 30D | +22.0% | -6.5% | +28.5% | +26.9% |
| 3M | +21.4% | +6.7% | +14.7% | +15.9% |
| 6M | +9.2% | +14.7% | -5.5% | -1.0% |
| YTD | -11.8% | +2.5% | -14.4% | -14.0% |
| 1Y | -32.7% | -2.8% | -29.9% | -32.3% |
| All | +64.4% | +43.9% | +20.5% | +22.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling