-29.9%
IBIT vs CRS
+83.0%
-112.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.1% | -0.5% | +1.7% | +1.2% |
| 30D | +22.2% | -18.1% | +40.3% | +26.1% |
| 3M | +26.0% | -12.4% | +38.5% | +27.8% |
| 6M | +13.2% | +15.9% | -2.7% | +8.0% |
| YTD | -10.8% | +45.8% | -56.6% | -17.5% |
| 1Y | -29.9% | +87.8% | -117.7% | -36.5% |
| All | -29.9% | +83.0% | -112.9% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 1y: compounded portfolio wealth divided by compounded CRS 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…
1y analysis · Full analysis span regression · 6 months rolling