-29.9%
IBIT vs FOXA
+8.1%
-38.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | -0.3% |
| 7D | +1.1% | -5.4% | +6.6% | +1.0% |
| 30D | +22.2% | +1.1% | +21.1% | +22.3% |
| 3M | +26.0% | -6.1% | +32.2% | +26.3% |
| 6M | +13.2% | +8.2% | +4.9% | +12.3% |
| YTD | -10.8% | -11.8% | +1.0% | -9.9% |
| 1Y | -29.9% | +9.9% | -39.9% | -26.9% |
| All | -29.9% | +8.1% | -38.0% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling