-30.0%
IBIT vs FOXA
+4.1%
-34.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.1% | -7.6% | -3.6% |
| 7D | -9.2% | +2.7% | -11.9% | -9.2% |
| 30D | -15.8% | +10.0% | -25.8% | -15.7% |
| 3M | +8.5% | +5.0% | +3.5% | +8.6% |
| 6M | -13.7% | +3.4% | -17.1% | -13.4% |
| YTD | -21.6% | -5.5% | -16.1% | -16.6% |
| 1Y | -30.0% | +5.5% | -35.5% | -20.8% |
| All | -30.0% | +4.1% | -34.0% | -20.8% |
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