+64.0%
IBIT vs KNX
+26.6%
+37.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | -5.8% | -0.5% | -5.3% | -5.7% |
| 30D | +21.5% | +1.0% | +20.5% | +21.2% |
| 3M | +24.5% | -12.6% | +37.2% | +27.4% |
| 6M | +10.0% | +21.1% | -11.1% | +4.7% |
| YTD | -12.0% | +33.2% | -45.2% | -18.1% |
| 1Y | -32.3% | +67.8% | -100.1% | -40.7% |
| All | +64.0% | +26.6% | +37.5% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling