-30.3%
IBIT vs RF
+15.4%
-45.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.6% |
| 7D | +1.4% | +2.7% | -1.2% | +0.9% |
| 30D | +20.6% | -3.4% | +24.0% | +21.3% |
| 3M | +23.7% | +6.4% | +17.3% | +20.8% |
| 6M | +15.0% | +13.4% | +1.6% | +9.1% |
| YTD | -10.6% | +14.2% | -24.8% | -15.2% |
| 1Y | -30.3% | +15.7% | -46.0% | -33.7% |
| All | -30.3% | +15.4% | -45.7% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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