+66.7%
IBIT vs DKS
-0.8%
+67.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -1.2% |
| 7D | +1.4% | -0.4% | +1.9% | +1.5% |
| 30D | +20.6% | -36.6% | +57.2% | +27.2% |
| 3M | +23.7% | -37.6% | +61.3% | +30.5% |
| 6M | +15.0% | -32.1% | +47.1% | +19.3% |
| YTD | -10.6% | -32.3% | +21.7% | -7.1% |
| 1Y | -30.3% | -39.5% | +9.2% | -26.5% |
| All | +66.7% | -0.8% | +67.5% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 5y: compounded portfolio wealth divided by compounded DKS 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…
5y analysis · Full analysis span regression · 6 months rolling