-32.8%
IBIT vs SYK
-28.8%
-4.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.6% |
| 7D | -5.8% | -12.3% | +6.6% | -7.3% |
| 30D | +21.5% | -22.4% | +44.0% | +17.6% |
| 3M | +24.5% | -12.3% | +36.9% | +23.2% |
| 6M | +10.0% | -24.3% | +34.3% | +5.9% |
| YTD | -12.0% | -22.8% | +10.7% | -14.2% |
| All | -32.8% | -28.8% | -4.0% | -34.4% |
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