+69.8%
IBIT vs RRX
+19.2%
+50.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | +3.0% | +3.4% | -0.4% | +2.1% |
| 30D | +23.1% | -11.1% | +34.2% | +27.0% |
| 3M | +25.6% | -23.7% | +49.3% | +33.2% |
| 6M | +9.1% | -22.0% | +31.1% | +13.6% |
| YTD | -8.9% | +16.5% | -25.4% | -19.5% |
| 1Y | -27.5% | +11.5% | -39.0% | -35.2% |
| All | +69.8% | +19.2% | +50.7% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling