+650.7%
AXTI vs DOCU
+110.9%
+539.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | 0.0% | -7.3% | -7.3% |
| 7D | +18.6% | +1.6% | +17.0% | +18.1% |
| 30D | -32.6% | +10.8% | -43.5% | -34.8% |
| 3M | -44.5% | +38.0% | -82.5% | -51.0% |
| 6M | -64.6% | +77.4% | -142.0% | -72.2% |
| YTD | +166.3% | +17.2% | +149.1% | +139.6% |
| 1Y | +296.5% | +15.6% | +281.0% | +259.5% |
| 3Y | +2,099.0% | +95.6% | +2,003.4% | +1,549.5% |
| 5Y | +377.9% | -69.7% | +447.7% | +467.5% |
| All | +650.7% | +110.9% | +539.8% | +393.4% |
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