-30.8%
IBIT vs COO
-9.3%
-21.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | -5.4% | +4.5% | -9.9% | -5.6% |
| 30D | -10.5% | +16.9% | -27.4% | -11.1% |
| 3M | +15.0% | -16.7% | +31.7% | +14.7% |
| 6M | -8.3% | +5.9% | -14.2% | -10.0% |
| YTD | -16.1% | -22.4% | +6.4% | -12.6% |
| 1Y | -30.8% | -10.1% | -20.6% | -23.7% |
| All | -30.8% | -9.3% | -21.4% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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