+1,060.5%
AXON vs DOV
+333.4%
+727.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | -25.6% | -0.1% | -25.5% | -25.6% |
| 30D | -23.9% | +11.3% | -35.2% | -28.1% |
| 3M | -50.4% | +2.2% | -52.6% | -51.1% |
| 6M | -20.0% | -2.9% | -17.1% | -19.9% |
| YTD | -44.5% | +9.6% | -54.1% | -48.6% |
| 1Y | -44.9% | +16.7% | -61.5% | -50.7% |
| 3Y | +44.7% | +66.9% | -22.1% | +3.7% |
| 5Y | +86.7% | +32.0% | +54.7% | +50.3% |
| 10Y | +1,060.5% | +334.8% | +725.7% | +469.4% |
| All | +1,060.5% | +333.4% | +727.1% | +469.4% |
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