+66.3%
IBIT vs OKE
+55.0%
+11.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.2% |
| 7D | +1.1% | -0.2% | +1.3% | +1.2% |
| 30D | +22.2% | +6.1% | +16.2% | +20.2% |
| 3M | +26.0% | +10.4% | +15.6% | +21.9% |
| 6M | +13.2% | +14.2% | -1.0% | +7.2% |
| YTD | -10.8% | +35.3% | -46.1% | -21.3% |
| 1Y | -29.9% | +40.6% | -70.6% | -39.3% |
| All | +66.3% | +55.0% | +11.3% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 3y: compounded portfolio wealth divided by compounded OKE 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…
3y analysis · Full analysis span regression · 6 months rolling