+61.0%
IBIT vs CRL
+57.7%
+3.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.8% | -8.2% | -2.1% |
| 7D | -1.1% | -6.1% | +5.0% | +0.1% |
| 30D | -9.2% | +12.4% | -21.6% | -11.9% |
| 3M | +17.5% | +27.1% | -9.6% | +10.7% |
| 6M | -7.2% | +85.7% | -92.9% | -20.7% |
| YTD | -13.6% | +69.2% | -82.8% | -24.8% |
| 1Y | -25.1% | +97.5% | -122.6% | -37.3% |
| All | +61.0% | +57.7% | +3.4% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling