+66.7%
IBIT vs OKE
+57.7%
+9.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.0% | -2.4% |
| 7D | +1.4% | +1.9% | -0.5% | +1.0% |
| 30D | +20.6% | +12.8% | +7.8% | +16.7% |
| 3M | +23.7% | +11.9% | +11.7% | +19.3% |
| 6M | +15.0% | +14.9% | +0.1% | +8.9% |
| YTD | -10.6% | +37.7% | -48.3% | -21.4% |
| 1Y | -30.3% | +44.1% | -74.4% | -40.1% |
| All | +66.7% | +57.7% | +9.0% | +34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling