+1,829.8%
AXON vs DOC
+19.9%
+1,810.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.3% | +0.7% |
| 7D | +0.2% | +8.7% | -8.5% | -2.7% |
| 30D | +3.0% | +7.6% | -4.6% | +0.3% |
| 3M | -30.1% | -5.3% | -24.9% | -28.8% |
| 6M | +7.7% | +27.6% | -19.9% | -1.9% |
| YTD | -25.3% | +32.4% | -57.7% | -32.9% |
| 1Y | -39.9% | +22.9% | -62.8% | -44.7% |
| 3Y | +95.2% | +43.1% | +52.2% | +65.2% |
| 5Y | +129.9% | -21.4% | +151.2% | +142.7% |
| 10Y | +1,829.8% | +16.8% | +1,813.0% | +1,717.0% |
| All | +1,829.8% | +19.9% | +1,810.0% | +1,717.0% |
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