+46.2%
IBIT vs RRX
+29.4%
+16.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -2.9% |
| 7D | -9.2% | +4.3% | -13.5% | -10.3% |
| 30D | -15.8% | +12.3% | -28.1% | -18.7% |
| 3M | +8.5% | +3.7% | +4.9% | +6.8% |
| 6M | -13.7% | -13.9% | +0.2% | -12.2% |
| YTD | -21.6% | +26.5% | -48.0% | -32.5% |
| 1Y | -30.0% | +29.3% | -59.3% | -40.6% |
| All | +46.2% | +29.4% | +16.8% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling