-29.7%
IBIT vs KEY
+22.7%
-52.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.7% | -4.0% | -2.1% |
| 7D | -2.4% | -0.4% | -2.0% | -2.2% |
| 30D | -9.1% | +7.2% | -16.3% | -10.8% |
| 3M | +15.0% | -4.9% | +19.9% | +16.6% |
| 6M | -6.9% | +1.1% | -7.9% | -8.0% |
| YTD | -14.8% | +6.8% | -21.6% | -16.7% |
| All | -29.7% | +22.7% | -52.4% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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