-20.7%
IBIT vs RSG
+19.5%
-40.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +3.4% |
| 7D | -1.8% | +5.1% | -6.9% | +0.5% |
| 30D | -6.7% | +15.3% | -22.0% | -0.9% |
| 3M | +24.6% | +18.6% | +6.0% | +34.2% |
| 6M | -0.2% | +19.5% | -19.7% | +8.3% |
| YTD | -8.7% | +17.2% | -25.9% | -0.2% |
| 1Y | -20.7% | +19.6% | -40.3% | -11.8% |
| All | -20.7% | +19.5% | -40.3% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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