+61.0%
IBIT vs KEY
+65.1%
-4.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -1.1% | -1.3% | +0.2% | -0.5% |
| 30D | -9.2% | +5.1% | -14.3% | -11.3% |
| 3M | +17.5% | -7.1% | +24.6% | +21.3% |
| 6M | -7.2% | -4.4% | -2.8% | -5.8% |
| YTD | -13.6% | +4.0% | -17.7% | -16.1% |
| 1Y | -25.1% | +23.4% | -48.5% | -33.3% |
| All | +61.0% | +65.1% | -4.1% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling