+66.7%
IBIT vs KHC
-23.0%
+89.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | +1.4% | -2.2% | +3.7% | +1.5% |
| 30D | +20.6% | -0.1% | +20.7% | +20.5% |
| 3M | +23.7% | +8.3% | +15.3% | +22.8% |
| 6M | +15.0% | +5.0% | +10.0% | +14.4% |
| YTD | -10.6% | +8.0% | -18.6% | -11.3% |
| 1Y | -30.3% | -1.1% | -29.2% | -30.4% |
| All | +66.7% | -23.0% | +89.6% | +74.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling