-29.9%
IBIT vs KIM
+29.4%
-59.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.8% | -4.5% |
| 7D | -6.2% | -0.7% | -5.5% | -6.3% |
| 30D | -14.4% | +13.4% | -27.8% | -12.6% |
| 3M | +12.5% | +6.5% | +5.9% | +13.8% |
| 6M | -11.9% | +10.6% | -22.5% | -10.7% |
| YTD | -18.7% | +29.9% | -48.6% | -13.0% |
| 1Y | -29.9% | +29.6% | -59.5% | -24.9% |
| All | -29.9% | +29.4% | -59.3% | -24.9% |
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