+61.0%
IBIT vs KMB
-1.7%
+62.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.5% |
| 7D | -1.1% | +0.5% | -1.6% | -1.1% |
| 30D | -9.2% | +12.4% | -21.6% | -8.5% |
| 3M | +17.5% | +1.0% | +16.5% | +17.6% |
| 6M | -7.2% | +12.1% | -19.3% | -6.0% |
| YTD | -13.6% | +11.6% | -25.3% | -12.9% |
| 1Y | -25.1% | +13.1% | -38.2% | -24.5% |
| All | +61.0% | -1.7% | +62.7% | +58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling