+19.4%
XLK vs IBIT
-33.0%
+52.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -1.0% |
| 7D | +3.4% | -9.2% | +12.6% | +6.2% |
| 30D | -10.6% | -15.8% | +5.2% | -6.0% |
| 3M | -10.6% | +8.5% | -19.2% | -12.4% |
| 6M | -3.5% | -13.7% | +10.2% | 0.0% |
| YTD | +18.7% | -21.6% | +40.3% | +22.3% |
| 1Y | +19.4% | -30.0% | +49.4% | +25.3% |
| All | +19.4% | -33.0% | +52.4% | +25.3% |
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