-25.1%
IBIT vs RY
+40.6%
-65.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.5% |
| 7D | -1.1% | -0.9% | -0.2% | -0.3% |
| 30D | -9.2% | +5.9% | -15.0% | -12.1% |
| 3M | +17.5% | -4.3% | +21.8% | +20.8% |
| 6M | -7.2% | +12.1% | -19.3% | -17.8% |
| YTD | -13.6% | +20.3% | -33.9% | -28.8% |
| 1Y | -25.1% | +41.0% | -66.1% | -47.3% |
| All | -25.1% | +40.6% | -65.7% | -47.3% |
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