-30.8%
IBIT vs KMX
+69.2%
-99.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.7% | -1.5% |
| 7D | -5.4% | +1.5% | -6.9% | -5.5% |
| 30D | -10.5% | +3.0% | -13.5% | -10.9% |
| 3M | +15.0% | -7.8% | +22.9% | +16.2% |
| 6M | -8.3% | +34.3% | -42.6% | -12.0% |
| YTD | -16.1% | +40.2% | -56.3% | -18.5% |
| 1Y | -30.8% | +63.0% | -93.7% | -34.3% |
| All | -30.8% | +69.2% | -99.9% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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