-29.9%
IBIT vs KMI
+23.2%
-53.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.4% |
| 7D | -6.2% | +6.0% | -12.2% | -5.9% |
| 30D | -14.4% | -3.4% | -11.0% | -14.6% |
| 3M | +12.5% | +1.8% | +10.7% | +12.4% |
| 6M | -11.9% | +0.4% | -12.3% | -11.9% |
| YTD | -18.7% | +20.8% | -39.5% | -22.4% |
| 1Y | -29.9% | +23.0% | -52.9% | -33.0% |
| All | -29.9% | +23.2% | -53.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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