+66.3%
IBIT vs KVUE
-8.3%
+74.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | 0.0% |
| 7D | +1.1% | -7.2% | +8.4% | +1.7% |
| 30D | +22.2% | -5.7% | +27.9% | +22.8% |
| 3M | +26.0% | +0.2% | +25.9% | +25.9% |
| 6M | +13.2% | 0.0% | +13.2% | +13.0% |
| YTD | -10.8% | +6.5% | -17.3% | -11.7% |
| 1Y | -29.9% | -1.4% | -28.5% | -29.1% |
| All | +66.3% | -8.3% | +74.6% | +57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling