+66.3%
IBIT vs KMI
+98.7%
-32.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.4% |
| 7D | +1.1% | -1.8% | +2.9% | +1.7% |
| 30D | +22.2% | +0.1% | +22.2% | +21.7% |
| 3M | +26.0% | +1.2% | +24.9% | +24.4% |
| 6M | +13.2% | -3.9% | +17.1% | +13.9% |
| YTD | -10.8% | +17.5% | -28.3% | -18.7% |
| 1Y | -29.9% | +22.6% | -52.6% | -37.7% |
| All | +66.3% | +98.7% | -32.4% | +5.9% |
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