-27.5%
IBIT vs CAPR
+48.7%
-76.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.4% |
| 7D | +3.0% | -2.0% | +5.0% | +3.0% |
| 30D | +23.1% | +139.2% | -116.1% | +22.5% |
| 3M | +25.6% | -66.4% | +91.9% | +25.9% |
| 6M | +9.1% | -63.1% | +72.3% | +9.3% |
| YTD | -8.9% | -67.4% | +58.5% | -8.7% |
| 1Y | -27.5% | +58.2% | -85.7% | -27.9% |
| All | -27.5% | +48.7% | -76.2% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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