+58.9%
IBIT vs KHC
-24.4%
+83.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.3% |
| 7D | -2.4% | -2.0% | -0.3% | -2.3% |
| 30D | -9.1% | +9.7% | -18.7% | -9.3% |
| 3M | +15.0% | -2.0% | +17.0% | +15.1% |
| 6M | -6.9% | +5.4% | -12.3% | -7.3% |
| YTD | -14.8% | +5.9% | -20.7% | -15.2% |
| 1Y | -28.1% | +7.5% | -35.6% | -28.7% |
| All | +58.9% | -24.4% | +83.4% | +66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling