+61.0%
IBIT vs RTX
+132.5%
-71.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.2% |
| 7D | -1.1% | -5.1% | +4.0% | -0.4% |
| 30D | -9.2% | +5.1% | -14.3% | -10.0% |
| 3M | +17.5% | -14.8% | +32.3% | +20.3% |
| 6M | -7.2% | +8.0% | -15.2% | -9.6% |
| YTD | -13.6% | +4.5% | -18.1% | -14.9% |
| 1Y | -25.1% | +9.8% | -35.0% | -26.9% |
| All | +61.0% | +132.5% | -71.5% | +74.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling