+66.3%
IBIT vs RKT
+12.5%
+53.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.2% |
| 7D | +1.1% | -1.0% | +2.1% | +1.3% |
| 30D | +22.2% | -2.4% | +24.6% | +22.5% |
| 3M | +26.0% | +1.9% | +24.1% | +24.7% |
| 6M | +13.2% | -13.9% | +27.0% | +14.4% |
| YTD | -10.8% | -30.6% | +19.8% | -7.2% |
| 1Y | -29.9% | -34.4% | +4.4% | -26.9% |
| All | +66.3% | +12.5% | +53.9% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling