-30.8%
IBIT vs RIO
+26.8%
-57.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.4% |
| 7D | -5.4% | +3.6% | -9.0% | -7.1% |
| 30D | -10.5% | -10.8% | +0.3% | -5.2% |
| 3M | +15.0% | -15.2% | +30.3% | +24.9% |
| 6M | -8.3% | -18.0% | +9.7% | +0.6% |
| YTD | -16.1% | +11.0% | -27.0% | -24.4% |
| 1Y | -30.8% | +26.4% | -57.1% | -46.6% |
| All | -30.8% | +26.8% | -57.6% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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