+160.3%
BITO vs AXON
+128.5%
+31.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.2% |
| 7D | +1.1% | -3.3% | +4.4% | +1.6% |
| 30D | +21.8% | -17.8% | +39.6% | +25.3% |
| 3M | +25.0% | +8.3% | +16.7% | +21.8% |
| 6M | +11.3% | -12.4% | +23.7% | +12.3% |
| YTD | -12.7% | -13.7% | +1.0% | -12.8% |
| 1Y | -32.3% | -33.1% | +0.8% | -29.9% |
| All | +160.3% | +128.5% | +31.8% | +119.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling