-30.0%
IBIT vs RY
+38.8%
-68.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.4% | -3.4% |
| 7D | -9.2% | +0.6% | -9.8% | -9.5% |
| 30D | -15.8% | +5.0% | -20.8% | -18.1% |
| 3M | +8.5% | -5.3% | +13.8% | +12.5% |
| 6M | -13.7% | +13.8% | -27.5% | -24.4% |
| YTD | -21.6% | +21.0% | -42.5% | -35.4% |
| 1Y | -30.0% | +40.5% | -70.4% | -48.8% |
| All | -30.0% | +38.8% | -68.7% | -48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling