-30.0%
IBIT vs RTX
+12.8%
-42.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -9.2% | +4.8% | -14.0% | -9.6% |
| 30D | -15.8% | +6.5% | -22.3% | -16.4% |
| 3M | +8.5% | -9.6% | +18.2% | +10.2% |
| 6M | -13.7% | +12.3% | -26.0% | -18.0% |
| YTD | -21.6% | +9.5% | -31.0% | -26.7% |
| 1Y | -30.0% | +15.8% | -45.8% | -38.8% |
| All | -30.0% | +12.8% | -42.8% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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