+64.4%
IBIT vs KVUE
-8.1%
+72.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.2% | -5.1% | +1.9% | -2.8% |
| 30D | +22.0% | -6.3% | +28.3% | +22.5% |
| 3M | +21.4% | -0.5% | +21.9% | +21.4% |
| 6M | +9.2% | +3.1% | +6.1% | +8.8% |
| YTD | -11.8% | +6.7% | -18.5% | -12.7% |
| 1Y | -32.7% | -1.1% | -31.6% | -31.9% |
| All | +64.4% | -8.1% | +72.5% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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