+66.7%
IBIT vs RPRX
+126.5%
-59.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.3% | +3.4% | -1.2% |
| 7D | +1.4% | -2.8% | +4.2% | +1.8% |
| 30D | +20.6% | +7.2% | +13.5% | +19.7% |
| 3M | +23.7% | +10.9% | +12.8% | +22.1% |
| 6M | +15.0% | +34.6% | -19.6% | +10.6% |
| YTD | -10.6% | +59.0% | -69.6% | -15.6% |
| 1Y | -30.3% | +72.5% | -102.8% | -35.1% |
| All | +66.7% | +126.5% | -59.8% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 5y: compounded portfolio wealth divided by compounded RPRX 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…
5y analysis · Full analysis span regression · 6 months rolling