+51.6%
IBIT vs FOXA
+121.5%
-70.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.3% | -1.1% | -3.7% |
| 7D | -6.2% | -2.9% | -3.3% | -5.6% |
| 30D | -14.4% | +5.1% | -19.5% | -15.3% |
| 3M | +12.5% | +4.7% | +7.8% | +11.1% |
| 6M | -11.9% | -0.2% | -11.6% | -12.5% |
| YTD | -18.7% | -9.2% | -9.5% | -16.1% |
| 1Y | -29.9% | -0.6% | -29.3% | -30.2% |
| All | +51.6% | +121.5% | -70.0% | +3.2% |
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