+69.8%
IBIT vs RMD
+32.1%
+37.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | +3.0% | -5.0% | +8.0% | +4.0% |
| 30D | +23.1% | +2.2% | +20.9% | +22.5% |
| 3M | +25.6% | +17.8% | +7.7% | +21.4% |
| 6M | +9.1% | -11.3% | +20.5% | +11.8% |
| YTD | -8.9% | -4.4% | -4.5% | -8.0% |
| 1Y | -27.5% | -15.7% | -11.7% | -25.0% |
| All | +69.8% | +32.1% | +37.7% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling