+69.8%
IBIT vs RIG
+2.3%
+67.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -2.0% |
| 7D | +3.0% | +0.9% | +2.2% | +2.8% |
| 30D | +23.1% | +13.8% | +9.3% | +20.5% |
| 3M | +25.6% | -6.4% | +32.0% | +26.5% |
| 6M | +9.1% | -8.2% | +17.3% | +9.3% |
| YTD | -8.9% | +41.6% | -50.5% | -15.0% |
| 1Y | -27.5% | +88.7% | -116.2% | -35.3% |
| All | +69.8% | +2.3% | +67.6% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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