+57.4%
KO vs IBIT
+58.5%
-1.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -0.8% | +1.1% | -1.9% | -0.7% |
| 30D | +0.8% | +22.2% | -21.5% | +1.3% |
| 3M | +8.3% | +26.0% | -17.7% | +9.0% |
| 6M | +14.0% | +13.2% | +0.9% | +14.5% |
| YTD | +26.9% | -10.8% | +37.7% | +26.9% |
| 1Y | +32.7% | -29.9% | +62.6% | +32.3% |
| All | +57.4% | +58.5% | -1.1% | +59.2% |
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