+46.2%
IBIT vs AXON
+26.3%
+20.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.7% | -6.2% | -4.0% |
| 7D | -9.2% | +0.8% | -10.0% | -9.3% |
| 30D | -15.8% | -22.8% | +7.0% | -12.4% |
| 3M | +8.5% | -48.8% | +57.3% | +20.4% |
| 6M | -13.7% | -16.3% | +2.6% | -13.8% |
| YTD | -21.6% | -44.5% | +22.9% | -16.1% |
| 1Y | -30.0% | -43.4% | +13.4% | -25.3% |
| All | +46.2% | +26.3% | +20.0% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling