+64.4%
IBIT vs RGTI
+1,288.2%
-1,223.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -3.2% | +0.5% | -3.7% | -3.3% |
| 30D | +22.0% | -17.1% | +39.1% | +24.0% |
| 3M | +21.4% | -26.0% | +47.4% | +24.3% |
| 6M | +9.2% | -9.9% | +19.1% | +8.1% |
| YTD | -11.8% | -31.1% | +19.2% | -10.8% |
| 1Y | -32.7% | -8.5% | -24.2% | -34.4% |
| All | +64.4% | +1,288.2% | -1,223.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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