-27.5%
IBIT vs KIM
+9.1%
-36.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.5% |
| 7D | +3.0% | -0.8% | +3.8% | +3.0% |
| 30D | +23.1% | -5.1% | +28.2% | +22.9% |
| 3M | +25.6% | -0.6% | +26.2% | +25.1% |
| 6M | +9.1% | +2.4% | +6.7% | +8.6% |
| YTD | -8.9% | +19.0% | -27.9% | -8.2% |
| 1Y | -27.5% | +8.4% | -35.9% | -23.1% |
| All | -27.5% | +9.1% | -36.6% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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