+64.0%
IBIT vs MKSI
+158.3%
-94.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.8% |
| 7D | -5.8% | +4.9% | -10.6% | -6.9% |
| 30D | +21.5% | -11.0% | +32.5% | +24.6% |
| 3M | +24.5% | -17.1% | +41.6% | +26.7% |
| 6M | +10.0% | +16.4% | -6.4% | +0.7% |
| YTD | -12.0% | +64.3% | -76.3% | -27.3% |
| 1Y | -32.3% | +137.7% | -170.0% | -50.1% |
| All | +64.0% | +158.3% | -94.3% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling