+66.3%
IBIT vs CLBK
+34.9%
+31.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.3% |
| 7D | +1.1% | -1.5% | +2.6% | +1.7% |
| 30D | +22.2% | +6.7% | +15.6% | +19.1% |
| 3M | +26.0% | +21.2% | +4.9% | +16.6% |
| 6M | +13.2% | +42.0% | -28.8% | -2.1% |
| YTD | -10.8% | +63.3% | -74.1% | -27.3% |
| 1Y | -29.9% | +65.4% | -95.3% | -43.5% |
| All | +66.3% | +34.9% | +31.4% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CLBK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling