+69.8%
IBIT vs RF
+82.0%
-12.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | +3.0% | +1.3% | +1.7% | +2.4% |
| 30D | +23.1% | -3.6% | +26.7% | +25.0% |
| 3M | +25.6% | +8.1% | +17.5% | +20.2% |
| 6M | +9.1% | +11.5% | -2.3% | +2.4% |
| YTD | -8.9% | +15.6% | -24.5% | -16.5% |
| 1Y | -27.5% | +15.7% | -43.1% | -33.7% |
| All | +69.8% | +82.0% | -12.2% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling