+46.2%
IBIT vs BLK
+63.0%
-16.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.8% |
| 7D | -9.2% | +3.7% | -12.9% | -11.3% |
| 30D | -15.8% | +13.9% | -29.7% | -22.3% |
| 3M | +8.5% | +3.9% | +4.6% | +5.8% |
| 6M | -13.7% | +13.0% | -26.7% | -20.4% |
| YTD | -21.6% | +16.1% | -37.7% | -29.2% |
| 1Y | -30.0% | +16.8% | -46.7% | -37.0% |
| All | +46.2% | +63.0% | -16.7% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling