+69.8%
IBIT vs RTX
+146.3%
-76.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.8% | -2.3% |
| 7D | +3.0% | -5.2% | +8.2% | +3.9% |
| 30D | +23.1% | -9.4% | +32.5% | +24.9% |
| 3M | +25.6% | +12.3% | +13.3% | +21.9% |
| 6M | +9.1% | -3.1% | +12.3% | +9.6% |
| YTD | -8.9% | +10.7% | -19.6% | -11.0% |
| 1Y | -27.5% | +28.4% | -55.9% | -30.8% |
| All | +69.8% | +146.3% | -76.5% | +82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling