-30.0%
IBIT vs MKC
-25.8%
-4.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.3% |
| 7D | -9.2% | -3.0% | -6.2% | -9.6% |
| 30D | -15.8% | +4.8% | -20.6% | -14.9% |
| 3M | +8.5% | -12.8% | +21.4% | +6.3% |
| 6M | -13.7% | +5.0% | -18.7% | -12.2% |
| YTD | -21.6% | -29.1% | +7.5% | -31.7% |
| 1Y | -30.0% | -26.4% | -3.6% | -37.0% |
| All | -30.0% | -25.8% | -4.2% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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