+300.8%
AXTI vs DOC
+21.0%
+279.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -4.1% |
| 7D | +7.6% | -1.4% | +9.0% | +7.0% |
| 30D | -32.1% | +7.2% | -39.3% | -29.8% |
| 3M | -46.0% | -2.5% | -43.5% | -45.2% |
| 6M | -65.7% | +5.3% | -71.0% | -65.3% |
| YTD | +155.9% | +31.2% | +124.7% | +147.6% |
| 1Y | +300.8% | +21.9% | +278.9% | +273.0% |
| All | +300.8% | +21.0% | +279.8% | +273.0% |
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