+51.6%
IBIT vs KMI
+104.3%
-52.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.9% |
| 7D | -6.2% | +6.0% | -12.2% | -8.0% |
| 30D | -14.4% | -3.4% | -11.0% | -13.5% |
| 3M | +12.5% | +1.8% | +10.7% | +11.1% |
| 6M | -11.9% | +0.4% | -12.3% | -12.9% |
| YTD | -18.7% | +20.8% | -39.5% | -26.7% |
| 1Y | -29.9% | +23.0% | -52.9% | -37.5% |
| All | +51.6% | +104.3% | -52.7% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling