-20.7%
IBIT vs KHC
+11.6%
-32.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -0.8% | +3.2% |
| 7D | -1.8% | +6.6% | -8.4% | -1.2% |
| 30D | -6.7% | +16.5% | -23.1% | -5.8% |
| 3M | +24.6% | -3.0% | +27.5% | +25.1% |
| 6M | -0.2% | +17.4% | -17.5% | -0.1% |
| YTD | -8.7% | +10.3% | -19.0% | -9.3% |
| 1Y | -20.7% | +12.5% | -33.2% | -22.0% |
| All | -20.7% | +11.6% | -32.4% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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