+66.7%
IBIT vs RRC
+41.7%
+24.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +1.4% | -1.2% | +2.6% | +1.7% |
| 30D | +20.6% | +9.4% | +11.2% | +17.9% |
| 3M | +23.7% | +7.4% | +16.3% | +21.0% |
| 6M | +15.0% | +1.5% | +13.5% | +13.6% |
| YTD | -10.6% | +19.4% | -30.0% | -16.0% |
| 1Y | -30.3% | +24.2% | -54.5% | -35.7% |
| All | +66.7% | +41.7% | +24.9% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling