-20.7%
IBIT vs BX
-8.3%
-12.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.2% | -3.3% | +0.7% |
| 7D | -1.8% | +8.3% | -10.0% | -4.6% |
| 30D | -6.7% | +13.5% | -20.2% | -11.2% |
| 3M | +24.6% | -7.6% | +32.2% | +28.6% |
| 6M | -0.2% | +4.0% | -4.2% | -2.3% |
| YTD | -8.7% | -15.2% | +6.5% | +0.8% |
| 1Y | -20.7% | -8.5% | -12.3% | -14.5% |
| All | -20.7% | -8.3% | -12.4% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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