-27.5%
IBIT vs KRE
+17.8%
-45.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -3.0% | -2.6% |
| 7D | +3.0% | +1.3% | +1.7% | +2.6% |
| 30D | +23.1% | -2.7% | +25.8% | +24.1% |
| 3M | +25.6% | +8.2% | +17.4% | +21.2% |
| 6M | +9.1% | +12.8% | -3.7% | +2.9% |
| YTD | -8.9% | +17.5% | -26.4% | -14.4% |
| 1Y | -27.5% | +16.6% | -44.0% | -31.3% |
| All | -27.5% | +17.8% | -45.2% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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