+66.3%
IBIT vs KR
+29.5%
+36.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.4% |
| 7D | +1.1% | -3.1% | +4.2% | +0.6% |
| 30D | +22.2% | +0.6% | +21.6% | +22.4% |
| 3M | +26.0% | -9.8% | +35.8% | +24.1% |
| 6M | +13.2% | -22.1% | +35.3% | +8.9% |
| YTD | -10.8% | -8.1% | -2.7% | -12.0% |
| 1Y | -29.9% | -14.7% | -15.3% | -31.4% |
| All | +66.3% | +29.5% | +36.8% | +50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling