-30.3%
IBIT vs ROP
-23.1%
-7.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.6% |
| 7D | +1.4% | -5.4% | +6.9% | +2.0% |
| 30D | +20.6% | -1.6% | +22.3% | +20.9% |
| 3M | +23.7% | +18.8% | +4.8% | +22.3% |
| 6M | +15.0% | +8.2% | +6.8% | +15.8% |
| YTD | -10.6% | -10.5% | -0.1% | -11.9% |
| 1Y | -30.3% | -23.7% | -6.6% | -29.1% |
| All | -30.3% | -23.1% | -7.2% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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