+1,885.4%
AXTI vs DOCS
+32.7%
+1,852.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.4% | -7.0% | -8.3% |
| 7D | -23.4% | -0.6% | -22.9% | -23.3% |
| 30D | -42.6% | +6.3% | -48.9% | -42.8% |
| 3M | -46.7% | +26.5% | -73.2% | -48.1% |
| 6M | -66.2% | +24.8% | -91.0% | -67.4% |
| YTD | +140.4% | -26.8% | +167.2% | +144.9% |
| 1Y | +276.5% | -38.3% | +314.8% | +291.5% |
| 3Y | +1,885.4% | +36.0% | +1,849.3% | +1,650.9% |
| All | +1,885.4% | +32.7% | +1,852.7% | +1,650.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling