-20.7%
IBIT vs AXP
-6.4%
-14.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +1.9% |
| 7D | -1.8% | +4.6% | -6.4% | -3.7% |
| 30D | -6.7% | +9.7% | -16.4% | -10.5% |
| 3M | +24.6% | -3.8% | +28.3% | +26.6% |
| 6M | -0.2% | +4.8% | -5.0% | -2.7% |
| YTD | -8.7% | -9.1% | +0.4% | -6.6% |
| 1Y | -20.7% | -6.7% | -14.0% | -20.5% |
| All | -20.7% | -6.4% | -14.3% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling