+232.3%
KLAC vs IBIT
+58.5%
+173.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +6.2% | +1.1% | +5.0% | +5.8% |
| 30D | -5.0% | +22.2% | -27.2% | -9.6% |
| 3M | -14.4% | +26.0% | -40.4% | -19.2% |
| 6M | +28.3% | +13.2% | +15.1% | +24.0% |
| YTD | +51.1% | -10.8% | +61.9% | +52.6% |
| 1Y | +100.4% | -29.9% | +130.3% | +112.0% |
| All | +232.3% | +58.5% | +173.8% | +220.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling