+64.4%
IBIT vs BRKR
-24.9%
+89.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.2% | -8.7% | +5.4% | -2.2% |
| 30D | +22.0% | -9.9% | +31.8% | +23.4% |
| 3M | +21.4% | -3.1% | +24.5% | +20.9% |
| 6M | +9.2% | +45.5% | -36.3% | +2.5% |
| YTD | -11.8% | +13.7% | -25.5% | -14.7% |
| 1Y | -32.7% | +67.4% | -100.1% | -38.5% |
| All | +64.4% | -24.9% | +89.3% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 all: compounded portfolio wealth divided by compounded BRKR 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…
all analysis · Full analysis span regression · 6 months rolling