+58.9%
IBIT vs RCL
+182.1%
-123.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -2.0% |
| 7D | -2.4% | +5.0% | -7.3% | -3.5% |
| 30D | -9.1% | +19.4% | -28.5% | -12.7% |
| 3M | +15.0% | +5.9% | +9.1% | +13.2% |
| 6M | -6.9% | +23.8% | -30.7% | -12.3% |
| YTD | -14.8% | +22.8% | -37.6% | -21.5% |
| 1Y | -28.1% | +34.3% | -62.4% | -36.3% |
| All | +58.9% | +182.1% | -123.2% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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