+58.9%
IBIT vs RL
+189.4%
-130.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.8% | -7.1% | -3.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -9.1% | +7.3% | -16.4% | -11.2% |
| 3M | +15.0% | +1.0% | +14.0% | +14.3% |
| 6M | -6.9% | +11.8% | -18.7% | -11.1% |
| YTD | -14.8% | +13.6% | -28.4% | -19.4% |
| 1Y | -28.1% | +24.0% | -52.2% | -34.3% |
| All | +58.9% | +189.4% | -130.4% | +6.8% |
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