-30.0%
IBIT vs SHAK
-20.2%
-9.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.2% | -6.7% | -4.0% |
| 7D | -9.2% | +4.3% | -13.5% | -9.8% |
| 30D | -15.8% | +9.0% | -24.8% | -16.9% |
| 3M | +8.5% | +1.8% | +6.7% | +7.8% |
| 6M | -13.7% | +17.3% | -31.0% | -16.2% |
| YTD | -21.6% | -7.6% | -13.9% | -19.2% |
| 1Y | -30.0% | -16.9% | -13.0% | -28.1% |
| All | -30.0% | -20.2% | -9.8% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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