+138.7%
AXON vs DOV
+39.5%
+99.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.5% |
| 7D | -14.2% | -2.7% | -11.5% | -13.2% |
| 30D | -15.4% | -8.1% | -7.3% | -12.7% |
| 3M | +0.5% | -9.4% | +9.9% | +3.2% |
| 6M | -9.5% | -12.6% | +3.1% | -6.2% |
| YTD | -9.2% | -0.5% | -8.7% | -12.6% |
| 1Y | -29.4% | +9.2% | -38.6% | -35.6% |
| All | +138.7% | +39.5% | +99.1% | +88.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling