+44.3%
AXON vs DOV
+57.1%
-12.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.6% | -18.8% | -18.4% |
| 7D | -26.8% | -1.9% | -25.0% | -26.2% |
| 30D | -22.9% | +8.3% | -31.2% | -25.0% |
| 3M | -40.1% | -3.1% | -37.0% | -39.4% |
| 6M | -18.9% | -9.8% | -9.1% | -16.4% |
| YTD | -44.9% | +5.2% | -50.1% | -48.0% |
| 1Y | -46.7% | +15.3% | -62.0% | -52.1% |
| 3Y | +44.3% | +58.8% | -14.4% | +16.4% |
| All | +44.3% | +57.1% | -12.8% | +16.4% |
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