+538.1%
AXTI vs DOC
-24.5%
+562.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.8% | +11.5% | +10.4% |
| 7D | +5.1% | -1.5% | +6.6% | +5.7% |
| 30D | -10.2% | -4.8% | -5.4% | -8.4% |
| 3M | -41.8% | +6.9% | -48.7% | -44.6% |
| 6M | +57.5% | +20.7% | +36.8% | +39.4% |
| YTD | +277.0% | +34.1% | +242.9% | +213.8% |
| 1Y | +1,982.4% | +22.6% | +1,959.8% | +1,712.7% |
| 3Y | +2,234.8% | +20.8% | +2,214.0% | +1,932.7% |
| All | +538.1% | -24.5% | +562.6% | +500.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling