+66.7%
IBIT vs KMI
+102.3%
-35.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.5% |
| 7D | +1.4% | -0.4% | +1.8% | +1.5% |
| 30D | +20.6% | +3.7% | +17.0% | +18.6% |
| 3M | +23.7% | +3.2% | +20.5% | +21.3% |
| 6M | +15.0% | -3.0% | +18.0% | +15.5% |
| YTD | -10.6% | +19.7% | -30.3% | -19.0% |
| 1Y | -30.3% | +25.6% | -55.9% | -38.6% |
| All | +66.7% | +102.3% | -35.6% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling