-27.5%
IBIT vs KNX
+67.7%
-95.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.5% | -5.9% | -2.9% |
| 7D | +3.0% | +7.1% | -4.0% | +2.1% |
| 30D | +23.1% | +1.7% | +21.4% | +22.7% |
| 3M | +25.6% | -8.1% | +33.7% | +26.6% |
| 6M | +9.1% | +14.0% | -4.9% | +6.1% |
| YTD | -8.9% | +38.5% | -47.4% | -13.4% |
| 1Y | -27.5% | +65.4% | -92.9% | -33.1% |
| All | -27.5% | +67.7% | -95.2% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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