+66.7%
IBIT vs KRE
+55.0%
+11.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.2% |
| 7D | +1.4% | +2.3% | -0.9% | +0.2% |
| 30D | +20.6% | -2.5% | +23.1% | +22.1% |
| 3M | +23.7% | +6.2% | +17.5% | +18.9% |
| 6M | +15.0% | +15.8% | -0.8% | +4.9% |
| YTD | -10.6% | +16.0% | -26.6% | -18.5% |
| 1Y | -30.3% | +16.2% | -46.5% | -36.8% |
| All | +66.7% | +55.0% | +11.7% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling