+46.2%
IBIT vs KRE
+52.6%
-6.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.7% |
| 7D | -9.2% | +0.7% | -9.9% | -9.6% |
| 30D | -15.8% | +6.1% | -21.9% | -18.5% |
| 3M | +8.5% | -5.9% | +14.4% | +11.9% |
| 6M | -13.7% | +9.6% | -23.3% | -18.8% |
| YTD | -21.6% | +14.2% | -35.8% | -28.0% |
| 1Y | -30.0% | +22.5% | -52.5% | -38.5% |
| All | +46.2% | +52.6% | -6.3% | +15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling