-20.7%
IBIT vs RRX
+30.0%
-50.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.6% | +6.5% | +3.2% |
| 7D | -1.8% | +7.6% | -9.4% | -2.5% |
| 30D | -6.7% | +7.5% | -14.2% | -7.3% |
| 3M | +24.6% | -21.0% | +45.6% | +26.1% |
| 6M | -0.2% | -18.1% | +17.9% | +0.2% |
| YTD | -8.7% | +24.3% | -33.0% | -8.3% |
| 1Y | -20.7% | +29.3% | -50.0% | -20.6% |
| All | -20.7% | +30.0% | -50.7% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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