+58.9%
IBIT vs KRE
+54.0%
+4.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -2.2% |
| 7D | -2.4% | -0.4% | -2.0% | -2.2% |
| 30D | -9.1% | +6.4% | -15.5% | -12.1% |
| 3M | +15.0% | -3.1% | +18.1% | +16.6% |
| 6M | -6.9% | +6.4% | -13.3% | -10.8% |
| YTD | -14.8% | +15.3% | -30.1% | -22.2% |
| 1Y | -28.1% | +23.3% | -51.4% | -37.1% |
| All | +58.9% | +54.0% | +4.9% | +25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling