-20.9%
BITO vs AXON
+69.2%
-90.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.7% | -6.3% | -4.2% |
| 7D | -9.2% | +0.8% | -10.0% | -9.4% |
| 30D | -15.9% | -22.8% | +6.8% | -11.3% |
| 3M | +7.3% | -48.8% | +56.1% | +24.1% |
| 6M | -15.2% | -16.3% | +1.1% | -15.2% |
| YTD | -23.8% | -44.5% | +20.7% | -16.3% |
| 1Y | -32.2% | -43.4% | +11.2% | -25.9% |
| 3Y | +55.1% | +44.3% | +10.8% | +13.6% |
| 5Y | -16.7% | +85.1% | -101.8% | -55.2% |
| All | -20.9% | +69.2% | -90.1% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling