+58.6%
IBIT vs COO
-34.5%
+93.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.4% | +1.5% |
| 7D | -6.8% | -2.3% | -4.5% | -6.4% |
| 30D | -9.9% | +13.3% | -23.1% | -12.1% |
| 3M | +17.5% | -18.1% | +35.6% | +21.9% |
| 6M | -9.1% | +6.7% | -15.8% | -11.8% |
| YTD | -14.9% | -23.2% | +8.3% | -9.8% |
| 1Y | -27.6% | -12.3% | -15.3% | -26.0% |
| All | +58.6% | -34.5% | +93.1% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling