+61.6%
IBIT vs AXP
+81.1%
-19.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.3% | -2.8% | -3.9% |
| 7D | -5.9% | +0.4% | -6.3% | -6.0% |
| 30D | -11.3% | +7.0% | -18.3% | -14.4% |
| 3M | +17.1% | -6.6% | +23.7% | +21.2% |
| 6M | -7.0% | +3.5% | -10.5% | -9.2% |
| YTD | -13.3% | -11.2% | -2.2% | -8.6% |
| 1Y | -27.0% | -10.2% | -16.8% | -23.5% |
| All | +61.6% | +81.1% | -19.5% | -2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling