+66.7%
IBIT vs RTX
+143.9%
-77.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | +1.4% | -3.1% | +4.5% | +1.9% |
| 30D | +20.6% | -10.6% | +31.2% | +22.7% |
| 3M | +23.7% | +11.6% | +12.0% | +20.1% |
| 6M | +15.0% | -4.5% | +19.5% | +15.8% |
| YTD | -10.6% | +9.6% | -20.2% | -12.5% |
| 1Y | -30.3% | +30.8% | -61.1% | -33.6% |
| All | +66.7% | +143.9% | -77.2% | +79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling