+243.3%
KLAC vs IBIT
+58.9%
+184.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.2% |
| 7D | +10.6% | +1.4% | +9.1% | +10.1% |
| 30D | -4.5% | +20.6% | -25.1% | -8.9% |
| 3M | -10.3% | +23.7% | -33.9% | -14.9% |
| 6M | +40.9% | +15.0% | +25.9% | +35.7% |
| YTD | +56.1% | -10.6% | +66.7% | +57.6% |
| 1Y | +109.0% | -30.3% | +139.3% | +121.3% |
| All | +243.3% | +58.9% | +184.5% | +231.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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