+64.0%
IBIT vs RRX
+14.6%
+49.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.6% | -0.9% |
| 7D | -5.8% | -3.7% | -2.0% | -4.8% |
| 30D | +21.5% | -9.3% | +30.8% | +24.6% |
| 3M | +24.5% | -21.8% | +46.3% | +30.9% |
| 6M | +10.0% | -22.0% | +32.0% | +14.2% |
| YTD | -12.0% | +11.9% | -24.0% | -21.4% |
| 1Y | -32.3% | +11.6% | -43.9% | -39.9% |
| All | +64.0% | +14.6% | +49.5% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling