-27.6%
IBIT vs RBA
-4.5%
-23.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | -6.8% | +0.6% | -7.4% | -6.9% |
| 30D | -9.9% | +9.0% | -18.8% | -10.7% |
| 3M | +17.5% | +7.2% | +10.4% | +16.7% |
| 6M | -9.1% | -7.8% | -1.3% | -9.3% |
| YTD | -14.9% | -6.4% | -8.6% | -14.5% |
| 1Y | -27.6% | -4.2% | -23.4% | -26.9% |
| All | -27.6% | -4.5% | -23.1% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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