+66.3%
IBIT vs BX
+16.5%
+49.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.4% | +1.6% |
| 7D | +1.1% | -5.7% | +6.8% | +4.0% |
| 30D | +22.2% | -8.9% | +31.1% | +27.6% |
| 3M | +26.0% | +8.4% | +17.6% | +20.1% |
| 6M | +13.2% | +18.9% | -5.7% | +1.5% |
| YTD | -10.8% | -13.6% | +2.8% | -4.9% |
| 1Y | -29.9% | -22.4% | -7.5% | -21.4% |
| All | +66.3% | +16.5% | +49.8% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling