+58.6%
IBIT vs KDP
+30.9%
+27.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.4% | +1.2% |
| 7D | -6.8% | +4.0% | -10.8% | -7.1% |
| 30D | -9.9% | +16.8% | -26.7% | -11.0% |
| 3M | +17.5% | +32.0% | -14.5% | +14.9% |
| 6M | -9.1% | +35.2% | -44.3% | -11.6% |
| YTD | -14.9% | +40.9% | -55.8% | -18.3% |
| 1Y | -27.6% | +47.7% | -75.3% | -31.1% |
| All | +58.6% | +30.9% | +27.7% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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