+1,180.9%
AXON vs DOV
+361.0%
+819.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.5% | -7.6% | -5.5% |
| 7D | -28.7% | -1.4% | -27.4% | -28.3% |
| 30D | -28.3% | +12.8% | -41.1% | -32.8% |
| 3M | -46.9% | +1.1% | -48.0% | -47.3% |
| 6M | -24.9% | -2.6% | -22.2% | -24.9% |
| YTD | -46.6% | +9.9% | -56.5% | -50.7% |
| 1Y | -49.7% | +19.3% | -69.0% | -55.6% |
| 3Y | +40.6% | +68.4% | -27.8% | 0.0% |
| 5Y | +71.9% | +29.1% | +42.7% | +39.8% |
| 10Y | +1,180.9% | +340.2% | +840.7% | +486.0% |
| All | +1,180.9% | +361.0% | +819.9% | +486.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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