+58.9%
IBIT vs AXON
+21.4%
+37.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -0.8% |
| 7D | -2.4% | -28.7% | +26.4% | +3.0% |
| 30D | -9.1% | -28.3% | +19.2% | -4.3% |
| 3M | +15.0% | -46.9% | +61.9% | +26.7% |
| 6M | -6.9% | -24.9% | +18.0% | -5.0% |
| YTD | -14.8% | -46.6% | +31.9% | -8.2% |
| 1Y | -28.1% | -49.7% | +21.6% | -21.8% |
| All | +58.9% | +21.4% | +37.6% | +26.2% |
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 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