+61.0%
IBIT vs CAPR
+71.8%
-10.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -0.4% |
| 7D | -1.1% | +41.1% | -42.2% | -1.4% |
| 30D | -9.2% | +11.1% | -20.3% | -9.3% |
| 3M | +17.5% | +115.3% | -97.8% | +16.4% |
| 6M | -7.2% | -73.8% | +66.7% | -6.6% |
| YTD | -13.6% | -68.8% | +55.2% | -13.4% |
| 1Y | -25.1% | +43.3% | -68.4% | -27.7% |
| All | +61.0% | +71.8% | -10.7% | +28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling