-32.7%
IBIT vs KVUE
+1.1%
-33.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.2% | -5.1% | +1.9% | -3.5% |
| 30D | +22.0% | -6.3% | +28.3% | +21.4% |
| 3M | +21.4% | -0.5% | +21.9% | +21.5% |
| 6M | +9.2% | +3.1% | +6.1% | +9.5% |
| YTD | -11.8% | +6.7% | -18.5% | -11.7% |
| 1Y | -32.7% | -1.1% | -31.6% | -31.4% |
| All | -32.7% | +1.1% | -33.8% | -31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling