+69.8%
IBIT vs KEY
+75.7%
-5.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | +3.0% | +2.2% | +0.8% | +2.0% |
| 30D | +23.1% | -3.0% | +26.1% | +24.7% |
| 3M | +25.6% | +3.3% | +22.2% | +23.1% |
| 6M | +9.1% | +9.2% | 0.0% | +3.8% |
| YTD | -8.9% | +10.6% | -19.6% | -14.0% |
| 1Y | -27.5% | +20.4% | -47.9% | -34.5% |
| All | +69.8% | +75.7% | -5.8% | +27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling