+66.7%
IBIT vs KMX
-16.4%
+83.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -0.7% |
| 7D | +1.4% | -0.7% | +2.1% | +1.6% |
| 30D | +20.6% | +4.1% | +16.5% | +19.4% |
| 3M | +23.7% | +27.5% | -3.8% | +15.4% |
| 6M | +15.0% | +43.6% | -28.6% | +2.5% |
| YTD | -10.6% | +56.8% | -67.3% | -22.7% |
| 1Y | -30.3% | -1.3% | -29.0% | -30.4% |
| All | +66.7% | -16.4% | +83.1% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling