+69.8%
IBIT vs COR
+56.0%
+13.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.6% | -2.7% |
| 7D | +3.0% | +2.8% | +0.3% | +3.5% |
| 30D | +23.1% | +4.5% | +18.6% | +24.1% |
| 3M | +25.6% | +22.7% | +2.9% | +30.2% |
| 6M | +9.1% | -9.7% | +18.9% | +7.1% |
| YTD | -8.9% | -1.4% | -7.5% | -7.8% |
| 1Y | -27.5% | +13.9% | -41.4% | -23.6% |
| All | +69.8% | +56.0% | +13.9% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling