-30.0%
IBIT vs BX
-12.5%
-17.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -4.0% |
| 7D | -9.2% | +0.6% | -9.8% | -9.4% |
| 30D | -15.8% | +14.2% | -30.0% | -20.1% |
| 3M | +8.5% | -18.7% | +27.3% | +18.0% |
| 6M | -13.7% | +2.5% | -16.2% | -15.3% |
| YTD | -21.6% | -18.8% | -2.8% | -12.2% |
| 1Y | -30.0% | -10.3% | -19.6% | -22.7% |
| All | -30.0% | -12.5% | -17.5% | -22.7% |
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