+377.9%
AXTI vs DOCS
-56.1%
+434.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.3% |
| 7D | +18.6% | +0.1% | +18.5% | +18.6% |
| 30D | -32.6% | +8.7% | -41.3% | -33.5% |
| 3M | -44.5% | +32.9% | -77.4% | -47.8% |
| 6M | -64.6% | +25.5% | -90.1% | -66.8% |
| YTD | +166.3% | -25.0% | +191.3% | +173.2% |
| 1Y | +296.5% | -34.9% | +331.4% | +318.0% |
| 3Y | +2,099.0% | +39.3% | +2,059.7% | +1,713.5% |
| 5Y | +377.9% | -54.8% | +432.8% | +380.3% |
| All | +377.9% | -56.1% | +434.0% | +380.3% |
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