+61.0%
IBIT vs AXON
+25.3%
+35.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -18.2% | +17.8% | +2.7% |
| 7D | -1.1% | -26.8% | +25.7% | +3.9% |
| 30D | -9.2% | -22.9% | +13.7% | -5.5% |
| 3M | +17.5% | -40.1% | +57.6% | +26.8% |
| 6M | -7.2% | -18.9% | +11.7% | -6.9% |
| YTD | -13.6% | -44.9% | +31.3% | -7.4% |
| 1Y | -25.1% | -46.7% | +21.6% | -19.3% |
| All | +61.0% | +25.3% | +35.7% | +27.2% |
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