+61.0%
IBIT vs KHC
-23.9%
+84.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | -0.3% |
| 7D | -1.1% | +1.1% | -2.2% | -1.1% |
| 30D | -9.2% | +12.0% | -21.1% | -9.5% |
| 3M | +17.5% | +0.2% | +17.3% | +17.5% |
| 6M | -7.2% | +10.3% | -17.5% | -7.9% |
| YTD | -13.6% | +6.7% | -20.4% | -14.1% |
| 1Y | -25.1% | +10.9% | -36.0% | -25.9% |
| All | +61.0% | -23.9% | +84.9% | +68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling