+370.0%
AXTI vs DOC
-19.7%
+389.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.8% | +8.6% | +9.7% |
| 7D | -11.0% | +5.9% | -16.8% | -12.9% |
| 30D | -37.3% | +10.3% | -47.6% | -40.1% |
| 3M | -51.6% | -2.2% | -49.4% | -51.3% |
| 6M | -63.1% | +8.2% | -71.3% | -65.4% |
| YTD | +162.4% | +35.4% | +127.1% | +114.4% |
| 1Y | +353.6% | +23.6% | +330.0% | +289.8% |
| 3Y | +1,972.9% | +57.3% | +1,915.7% | +1,421.3% |
| 5Y | +370.0% | -19.6% | +389.6% | +429.6% |
| All | +370.0% | -19.7% | +389.6% | +429.6% |
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