-20.7%
IBIT vs ROST
+54.7%
-75.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.2% | +1.7% |
| 7D | -1.8% | +7.8% | -9.5% | -3.1% |
| 30D | -6.7% | +8.6% | -15.2% | -8.2% |
| 3M | +24.6% | -1.9% | +26.5% | +24.8% |
| 6M | -0.2% | +9.1% | -9.3% | -2.1% |
| YTD | -8.7% | +37.2% | -45.9% | -15.0% |
| 1Y | -20.7% | +52.7% | -73.5% | -25.4% |
| All | -20.7% | +54.7% | -75.4% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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