+317.2%
AXTI vs DOC
-21.4%
+338.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +5.6% |
| 7D | -29.4% | +6.5% | -35.8% | -31.2% |
| 30D | -51.3% | +9.2% | -60.4% | -53.3% |
| 3M | -48.3% | -2.5% | -45.8% | -47.9% |
| 6M | -62.9% | +7.1% | -70.0% | -65.1% |
| YTD | +137.8% | +33.0% | +104.8% | +95.4% |
| 1Y | +338.3% | +23.3% | +315.1% | +275.7% |
| 3Y | +1,590.4% | +44.9% | +1,545.5% | +1,199.0% |
| All | +317.2% | -21.4% | +338.6% | +372.9% |
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