+58.6%
IBIT vs COR
+64.9%
-6.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.4% |
| 7D | -6.8% | -1.2% | -5.7% | -6.9% |
| 30D | -9.9% | +7.6% | -17.5% | -8.9% |
| 3M | +17.5% | +5.0% | +12.5% | +18.2% |
| 6M | -9.1% | +35.3% | -44.4% | -4.5% |
| YTD | -14.9% | +4.2% | -19.1% | -13.3% |
| 1Y | -27.6% | -3.4% | -24.2% | -27.5% |
| All | +58.6% | +64.9% | -6.3% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 10y: compounded portfolio wealth divided by compounded COR 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…
10y analysis · Full analysis span regression · 6 months rolling