+129.9%
AXON vs DOCS
-53.1%
+183.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.3% | -4.5% | +0.3% |
| 7D | +0.2% | +1.2% | -1.0% | -0.1% |
| 30D | +3.0% | +21.3% | -18.3% | -1.9% |
| 3M | -30.1% | +58.4% | -88.5% | -38.2% |
| 6M | +7.7% | +39.3% | -31.6% | -2.8% |
| YTD | -25.3% | -21.7% | -3.6% | -23.6% |
| 1Y | -39.9% | -47.3% | +7.4% | -33.0% |
| 3Y | +95.2% | +58.2% | +37.1% | +66.5% |
| 5Y | +129.9% | -52.3% | +182.1% | +123.3% |
| All | +129.9% | -53.1% | +183.0% | +123.3% |
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