+61.0%
IBIT vs RY
+118.1%
-57.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.6% |
| 7D | -1.1% | -0.9% | -0.2% | -0.3% |
| 30D | -9.2% | +5.9% | -15.0% | -12.9% |
| 3M | +17.5% | -4.3% | +21.8% | +21.3% |
| 6M | -7.2% | +12.1% | -19.3% | -16.3% |
| YTD | -13.6% | +20.3% | -33.9% | -26.6% |
| 1Y | -25.1% | +41.0% | -66.1% | -44.1% |
| All | +61.0% | +118.1% | -57.1% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling