-30.8%
IBIT vs ROST
+48.9%
-79.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.7% |
| 7D | -5.4% | +3.2% | -8.6% | -5.8% |
| 30D | -10.5% | +7.4% | -17.9% | -11.6% |
| 3M | +15.0% | -6.1% | +21.1% | +16.3% |
| 6M | -8.3% | +6.2% | -14.5% | -9.5% |
| YTD | -16.1% | +33.4% | -49.5% | -20.9% |
| 1Y | -30.8% | +48.8% | -79.6% | -33.5% |
| All | -30.8% | +48.9% | -79.7% | -33.5% |
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