-20.7%
IBIT vs KRE
+27.2%
-47.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.5% |
| 7D | -1.8% | +2.8% | -4.6% | -2.4% |
| 30D | -6.7% | +5.3% | -12.0% | -7.9% |
| 3M | +24.6% | -4.2% | +28.8% | +26.1% |
| 6M | -0.2% | +8.7% | -8.8% | -4.0% |
| YTD | -8.7% | +16.4% | -25.1% | -12.6% |
| 1Y | -20.7% | +26.9% | -47.6% | -25.0% |
| All | -20.7% | +27.2% | -47.9% | -25.0% |
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