+51.6%
IBIT vs RCL
+169.6%
-118.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.9% | -0.5% | -3.6% |
| 7D | -6.2% | -0.2% | -6.0% | -6.2% |
| 30D | -14.4% | +14.4% | -28.7% | -17.0% |
| 3M | +12.5% | +5.2% | +7.3% | +10.9% |
| 6M | -11.9% | +26.1% | -38.0% | -17.5% |
| YTD | -18.7% | +17.4% | -36.1% | -24.4% |
| 1Y | -29.9% | +24.7% | -54.6% | -36.6% |
| All | +51.6% | +169.6% | -118.0% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling