+69.8%
IBIT vs KR
+34.5%
+35.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.4% |
| 7D | +3.0% | +1.5% | +1.5% | +3.3% |
| 30D | +23.1% | +4.1% | +19.0% | +23.9% |
| 3M | +25.6% | -5.2% | +30.8% | +24.7% |
| 6M | +9.1% | -12.8% | +21.9% | +6.9% |
| YTD | -8.9% | -4.6% | -4.3% | -9.6% |
| 1Y | -27.5% | -11.7% | -15.8% | -28.6% |
| All | +69.8% | +34.5% | +35.4% | +54.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling