+66.7%
IBIT vs ROKU
+74.0%
-7.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +1.4% | -0.1% | +1.6% | +1.5% |
| 30D | +20.6% | +1.5% | +19.2% | +20.1% |
| 3M | +23.7% | +25.7% | -2.0% | +15.4% |
| 6M | +15.0% | +54.5% | -39.5% | +1.0% |
| YTD | -10.6% | +43.2% | -53.8% | -20.2% |
| 1Y | -30.3% | +56.3% | -86.6% | -39.4% |
| All | +66.7% | +74.0% | -7.3% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling