+709.8%
AXTI vs DOCU
+110.9%
+598.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +3.2% | +16.3% | +18.4% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -24.2% | +12.9% | -37.2% | -27.1% |
| 3M | -36.3% | +35.1% | -71.4% | -43.4% |
| 6M | -62.7% | +76.2% | -138.9% | -70.7% |
| YTD | +187.3% | +17.2% | +170.1% | +158.5% |
| 1Y | +344.8% | +16.4% | +328.4% | +302.3% |
| 3Y | +2,272.2% | +95.6% | +2,176.6% | +1,679.5% |
| 5Y | +419.6% | -68.5% | +488.1% | +508.5% |
| All | +709.8% | +110.9% | +598.9% | +432.2% |
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