+58.9%
IBIT vs RRC
+65.7%
-6.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -2.4% | -10.3% | +7.9% | -0.4% |
| 30D | -9.1% | +19.5% | -28.6% | -13.0% |
| 3M | +15.0% | +27.9% | -12.9% | +8.0% |
| 6M | -6.9% | +21.2% | -28.1% | -11.6% |
| YTD | -14.8% | +39.6% | -54.3% | -23.0% |
| 1Y | -28.1% | +31.3% | -59.4% | -34.1% |
| All | +58.9% | +65.7% | -6.8% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling