-20.7%
IBIT vs MKTX
+5.4%
-26.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -1.8% | +0.5% | -2.2% | -1.8% |
| 30D | -6.7% | +1.0% | -7.6% | -6.7% |
| 3M | +24.6% | +2.5% | +22.1% | +24.3% |
| 6M | -0.2% | +8.0% | -8.2% | -1.8% |
| YTD | -8.7% | -7.3% | -1.4% | -9.8% |
| 1Y | -20.7% | +4.7% | -25.4% | -24.8% |
| All | -20.7% | +5.4% | -26.1% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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