-29.9%
IBIT vs ROST
+46.7%
-76.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -4.1% |
| 7D | -6.2% | +0.9% | -7.1% | -6.3% |
| 30D | -14.4% | +5.1% | -19.5% | -15.1% |
| 3M | +12.5% | -4.3% | +16.7% | +13.3% |
| 6M | -11.9% | +9.4% | -21.3% | -13.9% |
| YTD | -18.7% | +32.5% | -51.2% | -23.3% |
| 1Y | -29.9% | +46.9% | -76.8% | -32.6% |
| All | -29.9% | +46.7% | -76.6% | -32.6% |
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