+79.5%
KO vs IBIT
+39.4%
+40.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.5% | +5.4% | +1.8% |
| 7D | +3.7% | -9.2% | +12.9% | +3.5% |
| 30D | +8.1% | -15.8% | +23.9% | +7.7% |
| 3M | +14.2% | +8.5% | +5.7% | +14.5% |
| 6M | +25.2% | -13.7% | +38.9% | +24.9% |
| YTD | +44.7% | -21.6% | +66.3% | +44.3% |
| 1Y | +43.4% | -30.0% | +73.3% | +42.7% |
| All | +79.5% | +39.4% | +40.1% | +81.0% |
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