+61.0%
IBIT vs RKT
+26.1%
+34.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.6% |
| 7D | -1.1% | +17.7% | -18.8% | -3.5% |
| 30D | -9.2% | +31.6% | -40.8% | -13.0% |
| 3M | +17.5% | +13.9% | +3.6% | +14.8% |
| 6M | -7.2% | +2.8% | -10.0% | -8.6% |
| YTD | -13.6% | -22.2% | +8.6% | -11.9% |
| 1Y | -25.1% | -3.5% | -21.6% | -26.6% |
| All | +61.0% | +26.1% | +34.9% | +38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling