+271.3%
AXTI vs DOCS
-19.0%
+290.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +7.6% | +2.6% | +5.1% | +7.3% |
| 30D | -32.1% | +11.4% | -43.5% | -33.1% |
| 3M | -46.0% | +25.4% | -71.4% | -48.3% |
| 6M | -65.7% | +42.5% | -108.2% | -68.3% |
| YTD | +155.9% | -24.7% | +180.6% | +161.3% |
| 1Y | +300.8% | -32.9% | +333.7% | +317.3% |
| 3Y | +1,981.6% | +39.6% | +1,942.0% | +1,672.8% |
| 5Y | +359.3% | -54.6% | +413.9% | +350.0% |
| All | +271.3% | -19.0% | +290.3% | +279.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling