-30.3%
IBIT vs KGC
+34.5%
-64.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.3% |
| 7D | +1.4% | +2.4% | -1.0% | +0.9% |
| 30D | +20.6% | +9.2% | +11.4% | +18.4% |
| 3M | +23.7% | +16.7% | +6.9% | +19.3% |
| 6M | +15.0% | -7.0% | +22.0% | +14.6% |
| YTD | -10.6% | +7.5% | -18.1% | -12.6% |
| 1Y | -30.3% | +34.4% | -64.7% | -30.4% |
| All | -30.3% | +34.5% | -64.8% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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