+56.5%
IBIT vs KDP
+28.6%
+27.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.6% |
| 7D | -5.4% | +8.2% | -13.6% | -5.9% |
| 30D | -10.5% | +18.4% | -28.8% | -11.7% |
| 3M | +15.0% | +29.2% | -14.2% | +12.6% |
| 6M | -8.3% | +32.3% | -40.6% | -10.7% |
| YTD | -16.1% | +38.5% | -54.5% | -19.3% |
| 1Y | -30.8% | +48.5% | -79.3% | -34.3% |
| All | +56.5% | +28.6% | +27.9% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling