+66.3%
IBIT vs KWEB
+6.4%
+59.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.5% |
| 7D | +1.1% | -3.6% | +4.7% | +2.2% |
| 30D | +22.2% | -14.9% | +37.2% | +28.2% |
| 3M | +26.0% | -5.4% | +31.5% | +27.7% |
| 6M | +13.2% | -18.9% | +32.0% | +20.0% |
| YTD | -10.8% | -27.2% | +16.4% | -2.1% |
| 1Y | -29.9% | -34.2% | +4.3% | -20.9% |
| All | +66.3% | +6.4% | +59.9% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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