+182.3%
AXON vs DOCS
-73.4%
+255.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.8% | -1.4% | -3.5% |
| 7D | -14.2% | -1.4% | -12.7% | -13.8% |
| 30D | -15.4% | +21.8% | -37.2% | -19.8% |
| 3M | +0.5% | +27.3% | -26.8% | -5.5% |
| 6M | -9.5% | -0.3% | -9.2% | -11.0% |
| YTD | -9.2% | -40.5% | +31.3% | -0.7% |
| 1Y | -29.4% | -61.5% | +32.2% | -15.5% |
| 3Y | +139.4% | +8.2% | +131.2% | +125.4% |
| All | +182.3% | -73.4% | +255.7% | +198.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling