+317.2%
AXTI vs DOCS
-51.8%
+369.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.0% | +7.9% | +6.2% |
| 7D | -29.4% | -0.8% | -28.6% | -29.2% |
| 30D | -51.3% | +17.4% | -68.7% | -52.7% |
| 3M | -48.3% | +57.4% | -105.6% | -52.9% |
| 6M | -62.9% | +26.5% | -89.5% | -65.3% |
| YTD | +137.8% | -26.6% | +164.4% | +144.6% |
| 1Y | +338.3% | -48.1% | +386.4% | +381.8% |
| 3Y | +1,590.4% | +52.6% | +1,537.8% | +1,248.2% |
| All | +317.2% | -51.8% | +369.0% | +320.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling