-28.8%
IBIT vs KGC
-11.4%
-17.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.4% | -1.2% |
| 7D | -1.1% | +10.5% | -11.6% | -3.9% |
| 30D | -9.2% | -4.1% | -5.1% | -8.4% |
| 3M | +17.5% | -13.1% | +30.6% | +21.7% |
| 6M | -7.2% | -27.5% | +20.4% | -0.4% |
| YTD | -13.6% | -20.7% | +7.1% | -12.0% |
| All | -28.8% | -11.4% | -17.4% | -30.5% |
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