-40.2%
AXON vs DOCS
-49.5%
+9.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -4.3% | -5.5% | -8.5% |
| 7D | -12.7% | -1.3% | -11.3% | -12.2% |
| 30D | -8.6% | +19.4% | -28.0% | -13.2% |
| 3M | -37.2% | +53.4% | -90.6% | -45.2% |
| 6M | +0.5% | +28.8% | -28.2% | -9.9% |
| YTD | -32.6% | -25.1% | -7.6% | -38.5% |
| 1Y | -40.2% | -48.1% | +8.0% | -45.1% |
| All | -40.2% | -49.5% | +9.3% | -45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling