-32.7%
IBIT vs MKSI
+142.7%
-175.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.2% |
| 7D | -3.2% | +2.7% | -5.9% | -3.7% |
| 30D | +22.0% | -12.8% | +34.8% | +25.0% |
| 3M | +21.4% | -22.5% | +43.9% | +24.3% |
| 6M | +9.2% | +19.4% | -10.2% | -3.2% |
| YTD | -11.8% | +67.7% | -79.6% | -29.6% |
| 1Y | -32.7% | +131.4% | -164.1% | -51.3% |
| All | -32.7% | +142.7% | -175.4% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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