+223.2%
NOK vs IBIT
+56.3%
+166.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | +8.7% | -5.8% | +14.5% | +9.5% |
| 30D | +12.5% | +21.5% | -9.0% | +9.3% |
| 3M | -20.7% | +24.5% | -45.3% | -23.1% |
| 6M | +36.2% | +10.0% | +26.2% | +33.7% |
| YTD | +64.1% | -12.0% | +76.2% | +64.4% |
| 1Y | +132.4% | -32.3% | +164.7% | +138.3% |
| All | +223.2% | +56.3% | +166.9% | +194.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling