+338.3%
AXTI vs DOC
+20.9%
+317.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +6.2% |
| 7D | -29.4% | +6.5% | -35.8% | -27.5% |
| 30D | -51.3% | +9.2% | -60.4% | -49.3% |
| 3M | -48.3% | -2.5% | -45.8% | -47.4% |
| 6M | -62.9% | +7.1% | -70.0% | -62.3% |
| YTD | +137.8% | +33.0% | +104.8% | +131.7% |
| 1Y | +338.3% | +23.3% | +315.1% | +322.7% |
| All | +338.3% | +20.9% | +317.4% | +322.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling