+95.6%
AXON vs DOC
+43.5%
+52.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.3% | +1.1% |
| 7D | +0.2% | +8.7% | -8.5% | -1.7% |
| 30D | +3.0% | +7.6% | -4.6% | +1.2% |
| 3M | -30.1% | -5.3% | -24.9% | -29.3% |
| 6M | +7.7% | +27.6% | -19.9% | +2.4% |
| YTD | -25.3% | +32.4% | -57.7% | -29.3% |
| 1Y | -39.9% | +22.9% | -62.8% | -42.4% |
| All | +95.6% | +43.5% | +52.1% | +75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling