+86.5%
AXON vs DOCS
-21.0%
+107.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -2.0% | -16.2% | -17.8% |
| 7D | -26.8% | -0.8% | -26.1% | -26.6% |
| 30D | -22.9% | +17.4% | -40.3% | -25.4% |
| 3M | -40.1% | +57.4% | -97.4% | -45.9% |
| 6M | -18.9% | +26.5% | -45.4% | -24.0% |
| YTD | -44.9% | -26.6% | -18.3% | -43.0% |
| 1Y | -46.7% | -48.1% | +1.4% | -41.4% |
| 3Y | +44.3% | +52.6% | -8.3% | +29.7% |
| 5Y | +71.4% | -52.1% | +123.5% | +68.4% |
| All | +86.5% | -21.0% | +107.5% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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