-27.5%
IBIT vs KMB
-14.3%
-13.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -2.6% |
| 7D | +3.0% | -4.2% | +7.2% | +2.7% |
| 30D | +23.1% | -6.6% | +29.7% | +22.4% |
| 3M | +25.6% | +12.6% | +12.9% | +27.3% |
| 6M | +9.1% | +2.9% | +6.3% | +9.5% |
| YTD | -8.9% | +6.8% | -15.7% | -8.8% |
| 1Y | -27.5% | -14.8% | -12.7% | -24.9% |
| All | -27.5% | -14.3% | -13.1% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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