+237.2%
KLAC vs IBIT
+61.9%
+175.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.7% | +7.9% |
| 7D | +5.7% | +3.0% | +2.7% | +4.9% |
| 30D | -3.6% | +23.1% | -26.7% | -8.4% |
| 3M | -12.8% | +25.6% | -38.4% | -17.5% |
| 6M | +26.1% | +9.1% | +16.9% | +22.8% |
| YTD | +53.3% | -8.9% | +62.2% | +54.1% |
| 1Y | +113.7% | -27.5% | +141.1% | +124.4% |
| All | +237.2% | +61.9% | +175.3% | +224.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling