+61.0%
IBIT vs KDP
+25.4%
+35.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.3% |
| 7D | -1.1% | +2.2% | -3.3% | -1.3% |
| 30D | -9.2% | +19.9% | -29.1% | -10.5% |
| 3M | +17.5% | +21.5% | -4.0% | +15.6% |
| 6M | -7.2% | +30.1% | -37.3% | -9.6% |
| YTD | -13.6% | +34.9% | -48.6% | -16.8% |
| 1Y | -25.1% | +43.4% | -68.5% | -28.7% |
| All | +61.0% | +25.4% | +35.7% | +59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling