+819.4%
AXON vs DOCU
+107.7%
+711.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.0% | -7.8% | -9.2% |
| 7D | -12.7% | -3.2% | -9.5% | -11.7% |
| 30D | -8.6% | +15.7% | -24.3% | -12.7% |
| 3M | -37.2% | +37.3% | -74.5% | -43.5% |
| 6M | +0.5% | +63.1% | -62.6% | -14.5% |
| YTD | -32.6% | +15.4% | -48.0% | -36.9% |
| 1Y | -40.2% | +11.3% | -51.5% | -43.4% |
| 3Y | +76.1% | +92.1% | -16.0% | +33.2% |
| 5Y | +109.5% | -70.5% | +180.0% | +147.0% |
| All | +819.4% | +107.7% | +711.7% | +600.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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