+69.8%
IBIT vs KGC
+463.7%
-393.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.9% |
| 7D | +3.0% | -1.3% | +4.3% | +3.3% |
| 30D | +23.1% | +20.3% | +2.8% | +18.8% |
| 3M | +25.6% | +8.1% | +17.5% | +23.2% |
| 6M | +9.1% | -8.8% | +17.9% | +9.6% |
| YTD | -8.9% | +10.1% | -19.0% | -11.5% |
| 1Y | -27.5% | +44.2% | -71.7% | -32.8% |
| All | +69.8% | +463.7% | -393.8% | +7.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling