+64.0%
IBIT vs FOXA
+119.7%
-55.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.4% | -1.8% |
| 7D | -5.8% | -3.7% | -2.0% | -5.0% |
| 30D | +21.5% | +5.4% | +16.2% | +19.9% |
| 3M | +24.5% | -3.7% | +28.2% | +25.2% |
| 6M | +10.0% | +12.6% | -2.6% | +4.3% |
| YTD | -12.0% | -10.0% | -2.1% | -9.0% |
| 1Y | -32.3% | +15.0% | -47.3% | -37.1% |
| All | +64.0% | +119.7% | -55.7% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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