-29.9%
IBIT vs ROST
+51.1%
-81.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.5% | +0.2% |
| 7D | +1.1% | -2.2% | +3.4% | +1.7% |
| 30D | +22.2% | -11.4% | +33.7% | +25.5% |
| 3M | +26.0% | -1.6% | +27.7% | +26.1% |
| 6M | +13.2% | +6.8% | +6.4% | +9.7% |
| YTD | -10.8% | +25.8% | -36.6% | -17.2% |
| 1Y | -29.9% | +52.4% | -82.3% | -37.9% |
| All | -29.9% | +51.1% | -81.1% | -37.9% |
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