+64.4%
IBIT vs KWEB
+5.7%
+58.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | 0.0% |
| 7D | -3.2% | -5.6% | +2.3% | -1.6% |
| 30D | +22.0% | -10.7% | +32.6% | +26.0% |
| 3M | +21.4% | -7.4% | +28.8% | +23.8% |
| 6M | +9.2% | -19.3% | +28.6% | +16.0% |
| YTD | -11.8% | -27.8% | +15.9% | -3.1% |
| 1Y | -32.7% | -35.9% | +3.2% | -23.5% |
| All | +64.4% | +5.7% | +58.7% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling