+61.6%
IBIT vs AXON
+53.1%
+8.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.8% | +4.7% | -3.4% |
| 7D | -5.9% | -12.7% | +6.8% | -3.7% |
| 30D | -11.3% | -8.6% | -2.6% | -10.0% |
| 3M | +17.1% | -37.2% | +54.4% | +25.6% |
| 6M | -7.0% | +0.5% | -7.5% | -9.8% |
| YTD | -13.3% | -32.6% | +19.3% | -9.8% |
| 1Y | -27.0% | -40.2% | +13.2% | -22.5% |
| All | +61.6% | +53.1% | +8.4% | +23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling