-62.3%
NKE vs IBIT
+58.5%
-120.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.9% |
| 7D | -2.3% | +1.1% | -3.5% | -2.5% |
| 30D | -10.4% | +22.2% | -32.6% | -12.5% |
| 3M | -15.5% | +26.0% | -41.5% | -17.9% |
| 6M | -32.6% | +13.2% | -45.8% | -33.9% |
| YTD | -39.8% | -10.8% | -29.0% | -39.6% |
| 1Y | -47.6% | -29.9% | -17.6% | -45.7% |
| All | -62.3% | +58.5% | -120.8% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 5y: compounded portfolio wealth divided by compounded IBIT 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…
5y analysis · Full analysis span regression · 6 months rolling