+64.4%
IBIT vs KEYS
+119.9%
-55.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.0% | -3.8% | -1.1% |
| 7D | -3.2% | +3.5% | -6.7% | -4.4% |
| 30D | +22.0% | -4.5% | +26.4% | +23.4% |
| 3M | +21.4% | -0.4% | +21.8% | +20.0% |
| 6M | +9.2% | +19.1% | -9.9% | +0.1% |
| YTD | -11.8% | +66.7% | -78.5% | -31.5% |
| 1Y | -32.7% | +96.5% | -129.2% | -52.0% |
| All | +64.4% | +119.9% | -55.5% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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