+66.7%
IBIT vs AXON
+102.3%
-35.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.5% |
| 7D | +1.4% | -2.5% | +3.9% | +1.9% |
| 30D | +20.6% | -11.5% | +32.1% | +22.6% |
| 3M | +23.7% | +7.3% | +16.4% | +20.5% |
| 6M | +15.0% | -11.9% | +26.9% | +16.1% |
| YTD | -10.6% | -11.0% | +0.4% | -11.1% |
| 1Y | -30.3% | -31.8% | +1.4% | -27.8% |
| All | +66.7% | +102.3% | -35.6% | +22.2% |
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