-32.3%
IBIT vs ROKU
+58.7%
-91.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | -5.8% | -2.6% | -3.1% | -5.0% |
| 30D | +21.5% | +2.1% | +19.4% | +20.6% |
| 3M | +24.5% | +31.8% | -7.3% | +12.3% |
| 6M | +10.0% | +53.3% | -43.3% | -7.3% |
| YTD | -12.0% | +42.1% | -54.1% | -25.6% |
| 1Y | -32.3% | +62.3% | -94.6% | -45.4% |
| All | -32.3% | +58.7% | -91.0% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 1y: compounded portfolio wealth divided by compounded ROKU 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…
1y analysis · Full analysis span regression · 6 months rolling