+298.3%
AXTI vs DOC
-22.1%
+320.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -0.2% | -22.5% | -22.7% |
| 7D | -39.7% | +6.2% | -45.9% | -41.2% |
| 30D | -56.3% | +6.5% | -62.8% | -57.7% |
| 3M | -46.5% | -6.2% | -40.2% | -45.3% |
| 6M | -65.9% | +25.6% | -91.4% | -70.9% |
| YTD | +124.6% | +32.1% | +92.5% | +85.0% |
| 1Y | +303.5% | +20.3% | +283.2% | +250.5% |
| 3Y | +1,532.0% | +42.7% | +1,489.3% | +1,163.8% |
| 5Y | +298.3% | -22.2% | +320.4% | +353.8% |
| All | +298.3% | -22.1% | +320.3% | +353.8% |
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