+151.1%
NOK vs IBIT
+49.2%
+101.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | -2.7% | -5.4% | +2.7% | -1.8% |
| 30D | -20.4% | -10.5% | -9.9% | -18.9% |
| 3M | -9.6% | +15.0% | -24.7% | -11.2% |
| 6M | -35.6% | -8.3% | -27.4% | -35.1% |
| YTD | +27.5% | -16.1% | +43.6% | +29.0% |
| 1Y | +18.4% | -30.8% | +49.1% | +22.0% |
| All | +151.1% | +49.2% | +101.9% | +131.1% |
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