+69.8%
IBIT vs RCL
+120.7%
-50.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +3.0% | -5.1% | +8.1% | +4.2% |
| 30D | +23.1% | -19.0% | +42.1% | +29.0% |
| 3M | +25.6% | -9.6% | +35.1% | +27.6% |
| 6M | +9.1% | -6.7% | +15.8% | +9.4% |
| YTD | -8.9% | -3.9% | -5.0% | -11.2% |
| 1Y | -27.5% | -25.1% | -2.4% | -22.9% |
| All | +69.8% | +120.7% | -50.9% | +13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling