+182.3%
AXON vs DOC
-24.5%
+206.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.8% | -2.4% | -3.7% |
| 7D | -14.2% | -1.5% | -12.7% | -13.8% |
| 30D | -15.4% | -4.8% | -10.6% | -14.1% |
| 3M | +0.5% | +6.9% | -6.4% | -1.3% |
| 6M | -9.5% | +20.7% | -30.2% | -14.5% |
| YTD | -9.2% | +34.1% | -43.4% | -16.8% |
| 1Y | -29.4% | +22.6% | -52.0% | -33.8% |
| 3Y | +139.4% | +20.8% | +118.6% | +121.2% |
| All | +182.3% | -24.5% | +206.8% | +192.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling