+69.8%
IBIT vs KMB
-4.8%
+74.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.5% |
| 7D | +3.0% | -3.0% | +6.1% | +2.8% |
| 30D | +23.1% | -5.5% | +28.6% | +22.6% |
| 3M | +25.6% | +14.0% | +11.6% | +27.0% |
| 6M | +9.1% | +4.1% | +5.1% | +9.6% |
| YTD | -8.9% | +8.0% | -16.9% | -8.4% |
| 1Y | -27.5% | -13.7% | -13.7% | -27.4% |
| All | +69.8% | -4.8% | +74.6% | +66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling