+66.7%
IBIT vs GAP
+13.9%
+52.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.8% |
| 7D | +1.4% | +1.7% | -0.3% | +1.2% |
| 30D | +20.6% | +9.3% | +11.3% | +18.7% |
| 3M | +23.7% | +6.1% | +17.6% | +22.1% |
| 6M | +15.0% | -2.3% | +17.3% | +14.2% |
| YTD | -10.6% | -10.6% | 0.0% | -10.0% |
| 1Y | -30.3% | -4.4% | -25.9% | -30.9% |
| All | +66.7% | +13.9% | +52.8% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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