+51.6%
IBIT vs AXON
+22.9%
+28.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.8% | -4.0% |
| 7D | -6.2% | -19.7% | +13.5% | -3.0% |
| 30D | -14.4% | -25.7% | +11.3% | -10.4% |
| 3M | +12.5% | -48.8% | +61.3% | +24.8% |
| 6M | -11.9% | -22.0% | +10.1% | -10.7% |
| YTD | -18.7% | -45.9% | +27.2% | -12.6% |
| 1Y | -29.9% | -46.1% | +16.2% | -24.6% |
| All | +51.6% | +22.9% | +28.6% | +20.1% |
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