-20.7%
IBIT vs KR
+10.2%
-30.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.3% | +3.6% |
| 7D | -1.8% | +6.1% | -7.8% | -0.4% |
| 30D | -6.7% | +17.3% | -24.0% | -3.2% |
| 3M | +24.6% | +20.2% | +4.4% | +29.8% |
| 6M | -0.2% | +3.3% | -3.5% | 0.0% |
| YTD | -8.7% | +12.3% | -21.0% | -8.0% |
| 1Y | -20.7% | +10.6% | -31.3% | -19.5% |
| All | -20.7% | +10.2% | -30.9% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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