+66.7%
IBIT vs RIO
+76.3%
-9.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | +1.4% | +1.9% | -0.5% | +0.5% |
| 30D | +20.6% | +5.0% | +15.7% | +18.1% |
| 3M | +23.7% | +5.1% | +18.6% | +20.8% |
| 6M | +15.0% | +17.6% | -2.6% | +6.2% |
| YTD | -10.6% | +36.3% | -46.9% | -22.2% |
| 1Y | -30.3% | +71.2% | -101.5% | -44.7% |
| All | +66.7% | +76.3% | -9.6% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling