+66.7%
IBIT vs MKC
-16.3%
+83.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.9% |
| 7D | +1.4% | -4.3% | +5.8% | +1.4% |
| 30D | +20.6% | -2.0% | +22.6% | +20.5% |
| 3M | +23.7% | +10.0% | +13.7% | +23.7% |
| 6M | +15.0% | -18.5% | +33.5% | +14.8% |
| YTD | -10.6% | -22.4% | +11.8% | -10.8% |
| 1Y | -30.3% | -23.6% | -6.7% | -30.4% |
| All | +66.7% | -16.3% | +83.0% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling