+577.8%
AXTI vs DOCU
+104.4%
+473.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.1% | -8.3% | -8.4% |
| 7D | -23.4% | -3.4% | -20.1% | -22.4% |
| 30D | -42.6% | +9.3% | -51.8% | -44.3% |
| 3M | -46.7% | +30.2% | -77.0% | -52.2% |
| 6M | -66.2% | +62.1% | -128.3% | -72.8% |
| YTD | +140.4% | +13.5% | +126.9% | +118.3% |
| 1Y | +276.5% | +11.5% | +265.0% | +245.0% |
| 3Y | +1,885.4% | +89.5% | +1,795.8% | +1,402.6% |
| 5Y | +350.3% | -69.6% | +419.9% | +432.9% |
| All | +577.8% | +104.4% | +473.4% | +349.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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