+64.4%
IBIT vs KVYO
-38.1%
+102.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | -3.2% | -12.1% | +8.9% | -1.1% |
| 30D | +22.0% | -5.2% | +27.1% | +22.6% |
| 3M | +21.4% | +14.5% | +6.9% | +16.8% |
| 6M | +9.2% | -17.6% | +26.9% | +8.9% |
| YTD | -11.8% | -49.6% | +37.8% | -2.6% |
| 1Y | -32.7% | -48.6% | +15.9% | -26.7% |
| All | +64.4% | -38.1% | +102.5% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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