+51.6%
IBIT vs CRL
+59.2%
-7.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -3.9% | -4.3% |
| 7D | -6.2% | +8.9% | -15.1% | -8.1% |
| 30D | -14.4% | +14.0% | -28.3% | -17.2% |
| 3M | +12.5% | +19.8% | -7.4% | +7.4% |
| 6M | -11.9% | +102.0% | -113.9% | -26.3% |
| YTD | -18.7% | +70.8% | -89.6% | -29.4% |
| 1Y | -29.9% | +98.7% | -128.6% | -41.4% |
| All | +51.6% | +59.2% | -7.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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