+1,852.6%
AXON vs DOC
-2.1%
+1,854.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.8% | -2.4% | -3.5% |
| 7D | -14.2% | -1.5% | -12.7% | -13.7% |
| 30D | -15.4% | -4.8% | -10.6% | -13.9% |
| 3M | +0.5% | +6.9% | -6.4% | -1.9% |
| 6M | -9.5% | +20.7% | -30.2% | -16.0% |
| YTD | -9.2% | +34.1% | -43.4% | -18.9% |
| 1Y | -29.4% | +22.6% | -52.0% | -35.1% |
| 3Y | +139.4% | +20.8% | +118.6% | +116.1% |
| 5Y | +178.9% | -24.9% | +203.8% | +199.7% |
| All | +1,852.6% | -2.1% | +1,854.6% | +1,969.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling