+66.7%
IBIT vs RRX
+19.8%
+46.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.0% |
| 7D | +1.4% | +4.3% | -2.8% | +0.3% |
| 30D | +20.6% | -8.0% | +28.6% | +23.3% |
| 3M | +23.7% | -22.0% | +45.7% | +30.2% |
| 6M | +15.0% | -11.9% | +26.9% | +15.0% |
| YTD | -10.6% | +17.1% | -27.7% | -21.1% |
| 1Y | -30.3% | +14.9% | -45.2% | -38.5% |
| All | +66.7% | +19.8% | +46.9% | +41.7% |
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