-30.8%
IBIT vs CAPR
+47.8%
-78.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.9% | +8.4% | -1.5% |
| 7D | -5.4% | +7.6% | -13.0% | -5.4% |
| 30D | -10.5% | +13.3% | -23.7% | -10.5% |
| 3M | +15.0% | +130.4% | -115.3% | +14.6% |
| 6M | -8.3% | -70.8% | +62.5% | -8.1% |
| YTD | -16.1% | -69.3% | +53.2% | -15.9% |
| 1Y | -30.8% | +59.5% | -90.3% | -32.1% |
| All | -30.8% | +47.8% | -78.6% | -32.1% |
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