+46.2%
IBIT vs KKR
+20.7%
+25.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.9% |
| 7D | -9.2% | +1.6% | -10.8% | -9.8% |
| 30D | -15.8% | +14.5% | -30.3% | -20.7% |
| 3M | +8.5% | -15.0% | +23.5% | +15.8% |
| 6M | -13.7% | +1.0% | -14.7% | -15.1% |
| YTD | -21.6% | -22.6% | +1.1% | -13.8% |
| 1Y | -30.0% | -18.2% | -11.7% | -25.1% |
| All | +46.2% | +20.7% | +25.5% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 3y: compounded portfolio wealth divided by compounded KKR 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…
3y analysis · Full analysis span regression · 6 months rolling