-20.7%
IBIT vs SYK
-4.2%
-16.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.4% | -6.5% | +3.2% |
| 7D | -1.8% | +11.7% | -13.5% | -1.2% |
| 30D | -6.7% | +19.1% | -25.7% | -5.5% |
| 3M | +24.6% | +1.4% | +23.1% | +23.5% |
| 6M | -0.2% | +17.4% | -17.6% | +1.8% |
| YTD | -8.7% | -2.5% | -6.2% | -8.8% |
| 1Y | -20.7% | -5.3% | -15.4% | -22.1% |
| All | -20.7% | -4.2% | -16.6% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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