+43.4%
XLK vs IBIT
-28.1%
+71.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.3% |
| 7D | +0.9% | +3.0% | -2.2% | 0.0% |
| 30D | +0.7% | +23.1% | -22.4% | -4.9% |
| 3M | -2.9% | +25.6% | -28.5% | -8.8% |
| 6M | +34.3% | +9.1% | +25.1% | +30.2% |
| YTD | +30.4% | -8.9% | +39.3% | +30.1% |
| 1Y | +43.4% | -27.5% | +70.8% | +53.8% |
| All | +43.4% | -28.1% | +71.5% | +53.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling