+88.4%
AXON vs DOV
+29.1%
+59.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | +0.8% | +3.0% | -2.2% | -0.9% |
| 30D | -22.8% | +8.6% | -31.4% | -26.0% |
| 3M | -48.8% | +1.9% | -50.6% | -49.3% |
| 6M | -16.3% | -1.7% | -14.6% | -16.8% |
| YTD | -44.5% | +8.3% | -52.8% | -48.8% |
| 1Y | -43.4% | +16.6% | -60.0% | -50.1% |
| 3Y | +44.3% | +65.1% | -20.9% | -2.9% |
| All | +88.4% | +29.1% | +59.4% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling