+58.6%
IBIT vs RL
+186.1%
-127.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.8% |
| 7D | -6.8% | -4.4% | -2.4% | -5.5% |
| 30D | -9.9% | +5.6% | -15.4% | -11.5% |
| 3M | +17.5% | -0.6% | +18.2% | +17.4% |
| 6M | -9.1% | +15.5% | -24.6% | -14.2% |
| YTD | -14.9% | +12.3% | -27.3% | -19.2% |
| 1Y | -27.6% | +19.3% | -46.9% | -33.0% |
| All | +58.6% | +186.1% | -127.5% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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